Jay K
CEO & Founder at TourCentric, Inc. | San Francisco, California, United States
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CEO & Founder at TourCentric, Inc. in January 2019 to Present
Private Consultant at Confidential ( High Net Worth Philanthropist ) in December 2016 to September 2018
Advisor at Merrill Lynch in September 2015 to November 2016
VP, Portfolio Management at Pillar Wealth Management in March 2010 to September 2012
Alt Investment Consultant/Caregiver at Self Employed in January 2003 to February 2010
VP, Portfolio Manager at Zions Bancorporation in April 1997 to September 2002
Mutual Fund Accountant at Wells Fargo in February 1996 to March 1997
Corporate Trust Administrator at U.S. Bank in July 1994 to April 1996
Trading Desk Liason at Citi in January 1992 to October 1993
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California State University Northridge, Bachelor's Degree, January 1986 to January 1991
Lincoln University- Canterbury, New Zealand, Overseas exchange program, January 1990
Certified Treasury Professional, passed Certified Treasury Professional exam
Boston University, Certificate of Financial Planning-CFP-JULY/NOVEMBER 2022, January 2021
California State University, Northridge, Bachelor's Degree, January 1986 to January 1991
Lincoln University (NZ), Overseas exchange program, January 1990 to January 1991
Chartered Financial Analyst designation (CFA) (Passed Level II)
Certified Financial Planner designation (CFP) ETA July/November 2022
Cannon Trust School-Personal Trust Fundamentals
Certified Treasury Professional (CTP), passed Certified Treasury Professional exam
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Investments
Portfolio Management
Mutual Funds
Finance
Financial Analysis
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What company does Jay K work for?
Jay K works for TourCentric, Inc.
What is Jay K's role at TourCentric, Inc.?
Jay K is CEO & Founder
What is Jay K's personal email address?
Jay K's personal email address is ja****[email protected]
What is Jay K's business email address?
Jay K's business email address is jay.k@***.***
What is Jay K's Phone Number?
Jay K's phone (213) ***-*353
What industry does Jay K work in?
Jay K works in the Financial Services industry.
Jay K Email Addresses
Jay K Phone Numbers
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