Jory Head Email & Phone Number
Compliance and Supervision Principal @ AmeriFlex® Financial Services
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Jory Head Location
- Mesa, AZ, US
Jory Head Work
- 2024 -now Compliance and Supervision Principal @
- 2022 -2024 Regional Supervision Manager - Triad @ Osaic
- 2022 -2022 Regional Supervision Principal Lead @ Osaic
- 2019 -2022 Regional Supervision Principal @ Osaic
- 2016 -2019 Registered Principal @ Capital Financial Services, Inc.
- 2016 -2016 Financial Representative @
- 2014 -2016 Project Specialist @
Jory Head Education
- Minot State University
Bachelor's of Science (Finance, General)
2010-2014
Jory Head Skills
- Leadership
- Social Media
- Sales
- Investment Company Act
- Investment Advisers Act
- Strategic Planning
- General Securities Principal
- Oral Communication
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Supervisory Skills
- Leadership Development
- Change Management
- Time Management
- Customer Service
- Investment Advisory Services
- QuickBooks
- Budgets
- Research
- Written Communication
- Analysis
- Back Office Operations
- Investments
- Securities
- Financial Services
- Mutual Funds
- Supervisory Management
- Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Life and Health Insurance Licenses
- Series 24
- Series 7
- Hold Series 7
- Series 66
- Alternative Investments
Jory Head Summary
- Jory Head, based in Mesa, AZ, US, is currently a Compliance and Supervision Principal at The AmeriFlex Group®. Jory Head brings experience from previous roles at Osaic and Capital Financial Services, Inc.. Jory Head holds a 2010 - 2014 Bachelor's of Science in Finance, General @ Minot State University. With a robust skill set that includes Leadership, Social Media, Sales, Investment Company Act, Investment Advisers Act and more. Jory Head has 1 emails and 2 mobile phone numbers on RocketReach.
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Top AmeriFlex® Financial Services Employees
Thomas Goodson
CEO
United States
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