Jesse Moreno Email & Phone Number
Head of Strategic Sales @ Cantor Fitzgerald
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Jesse Moreno Location
- New York, NY, US
Jesse Moreno Work
- Head of Strategic Sales @ (December 2024 - Present)
- Regional Sales Director @ (August 2022 - December 2024)
- Internal Wholesaler @ (December 2021 - August 2022)
- Sr. Internal Wholesaler at BNY Mellon @ (January 2016 - December 2021)
- Portfolio Manager @ (January 2011 - January 2016)
- Investment Analyst and Relationship Manager @ Lincoln Financial Advisors -- Next Level Planning Group (June 2007 - July 2010)
- Political Director @ Gutknecht for US Congress (June 2006 - December 2006)
Jesse Moreno Education
- Carleton College
Bachelor's Degree (Economics)
2002-2006 - Mayo Senior High School 2002
- DePaul University
Certificate (Financial Planning)
Jesse Moreno Skills
- Portfolio Management
- Financial Planning
- Investment Analysis
- Client Services
- Business Development
- Investments
- Insurance
- Microsoft Excel
- Risk Management
- Management
- Leadership
- Microsoft Office
- Financial Services
Jesse Moreno Summary
- Jesse Moreno, based in New York, NY, US, is currently a Head of Strategic Sales at Cantor Fitzgerald. Jesse Moreno brings experience from previous roles at Cantor Fitzgerald, BNY Mellon and LCJ Associates. Jesse Moreno holds a 2002 - 2006 Bachelor's Degree in Economics @ Carleton College. With a robust skill set that includes Portfolio Management, Financial Planning, Investment Analysis, Client Services, Business Development and more. Jesse Moreno has 3 emails and 1 mobile phone numbers on RocketReach.
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