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
- Compliance and Supervision Principal @ (November 2024 - Present)
- Regional Supervision Manager - Triad @ Osaic (December 2022 - December 2024)
- Regional Supervision Principal Lead @ Osaic (January 2022 - December 2022)
- Regional Supervision Principal @ Osaic (April 2019 - February 2022)
- Registered Principal @ Capital Financial Services, Inc. (October 2016 - April 2019)
- Financial Representative @ (June 2016 - October 2016)
- Project Specialist @ (January 2014 - May 2016)
Jory Head Education
- Minot State University
Bachelor's of Science (Finance, General)
2010-2014
Jory Head Skills
- Alternative Investments
- Analysis
- Back Office Operations
- Budgets
- Change Management
- Customer Service
- Financial Services
- General Securities Principal
- Hold Series 7
- Investment Advisers Act
- Investment Advisory Services
- Investment Company Act
- Investments
- Leadership
- Leadership Development
- Life & Health Insurance Licenses
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Oral Communication
- QuickBooks
- Research
- Sales
- Securities
- Series 24
- Series 66
- Series 7
- Social Media
- Strategic Planning
- Supervisory Management
- Supervisory Skills
- Term Life Insurance
- Time Management
- Whole Life Insurance
- Written Communication
- Life and Health Insurance Licenses
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 Alternative Investments, Analysis, Back Office Operations, Budgets, Change Management and more. Jory Head has 1 emails and 2 mobile phone numbers on RocketReach.
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