Group Retirement Plan Conversion Manager @ (January 1993 - January 1995)
Conversion Specialist Group Retirement plans @ (January 1991 - January 1993)
Jay Zickerman Education
University of Maryland College Park 1984-1988
NBTHS 1980-1984
Jay Zickerman Skills
Asset Management
Retirement
Pensions
Customer Relations
Product Development
Staff Management
Building Relationships
Investments
Asset Managment
Leadership
Customer Service
New Business Development
Asset Allocation
Financial Services
CRM
Risk Management
Product Management
Series 63
Securities
Project Management
Sales
401k
Series 7
Insurance
Employee Benefits
Defined Contribution
Retirement Planning
Investment Advisory
Wealth Management
Relationship Management
Mutual Funds
Defined Benefit
FINRA
Series 24
401(k) Retirement Savings Plans
Business Relationship Management
Pension Funds
Customer Relationship Management (CRM)
Social Media
Business Analysis
401K Retirement Savings Plans
Administration
Business Strategy
Marketing Strategy
SQL
JavaScript
Customer Relationship Management Crm
Microsoft Word
Java
Strategic Planning
401 Retirement Savings Plans
Customer Relationship Management
Jay Zickerman Summary
Jay Zickerman, based in Philadelphia, PA, US, is currently a Head of Product, Retirement Plans Recordkeeping at The Standard. Jay Zickerman brings experience from previous roles at Equitable, Guardian Life and Lincoln Financial Group. Jay Zickerman holds a 1984 - 1988 University of Maryland College Park. With a robust skill set that includes Asset Management, Retirement, Pensions, Customer Relations, Product Development and more. Jay Zickerman has 3 emails and 2 mobile phone numbers on RocketReach.
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