Richard Jay Email & Phone Number
Senior Vice President-Investment Officer
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Richard Jay Location
- Reno, NV, US
Richard Jay Work
- 1994 -now Senior Vice President-Investment Officer @ Wells Fargo Advisors Financial Network
- 2003 -2009 Vice President - Investments @ Wachovia Securities, LLC.
- 1994 -2003 Vice President - Investments @ Prudential Securities, Inc.
Richard Jay Education
- College of Financial Planning
Certification (Retirement Planning)
2001-2002 - Holds FINRA Series 7, 63 Registrations
Chartered Retirement Plans Specialist (State of Nevada)
2000-2000 - University of Nevada-Reno
Bachelor of Science (B.S.) (Economics)
1979-1984 - Truckee Meadows Community College
Associate of Arts (AA) (Business Administration and Management, General)
1980-1983
Richard Jay Skills
- Finance
- Financial Modeling
- Sales
- Microsoft Excel
- Investments
- Sales Management
- Financial Services
- Financial Advisory
- Retirement
- Investment Planning
- Account Management
- Small Business
- Investment Strategies
- Retirement Planning
- Strategic Planning
- Asset Allocation
- Equities
Richard Jay Summary
- Richard Jay, based in Reno, NV, US, is currently a Senior Vice President-Investment Officer at Wells Fargo Advisors Financial Network. Richard Jay brings experience from previous roles at Wachovia Securities, LLC. and Prudential Securities, Inc.. Richard Jay holds a 2001 - 2002 Certification in Retirement Planning @ College of Financial Planning. With a robust skill set that includes Finance, Financial Modeling, Sales, Microsoft Excel, Investments and more. Richard Jay has 1 mobile phone numbers on RocketReach.
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