Jesse Moreno's Location
New York, NY, US
Jesse Moreno's Work
- Regional Sales Director -- NY Metro Territory @ Cantor Fitzgerald
- Internal Wholesaler @ Cantor Fitzgerald
- Sr. Internal Wholesaler at BNY Mellon @ BNY Mellon
- LPL Registered Associate @ LCJ Associates
- Investment Analyst and Relationship Manager @ Lincoln Financial Advisors -- Next Level Planning Group
- Political Director @ Gutknecht for US Congress
Jesse Moreno's Education
- Carleton College
Bachelor's Degree (Economics)
2002 - 2006 - DePaul University
Certificate (Financial Planning)
- Mayo Senior High School
Jesse Moreno's Skills
- Investments
- Insurance
- Microsoft Excel
- Risk Management
- Management
- Leadership
- Microsoft Office
- Financial Services
- Portfolio Management
- Business Development
Jesse Moreno's Summary
Jesse Moreno, based in New York, NY, US, is currently a Regional Sales Director -- NY Metro Territory at Cantor Fitzgerald, bringing experience from previous roles at Cantor Fitzgerald, BNY Mellon, LCJ Associates and Lincoln Financial Advisors -- Next Level Planning Group. Jesse Moreno holds a 2002 - 2006 Bachelor's Degree in Economics @ Carleton College. With a robust skill set that includes Investments, Insurance, Microsoft Excel, Risk Management, Management and more, Jesse Moreno contributes valuable insights to the industry. Jesse Moreno has 2 emails and 1 mobile phone number on RocketReach.
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