Chief Investment Officer And Principal Financial Officer
Five Keys Private Advisors Llc
AeroLeads people directory · profile
Jay Bruno Email & Phone Number
Chief Investment Officer and Principal Financial Officer
at
Five Keys Private Advisors LLC
3 phones found
area 225 and 404
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Five Keys Private Advisors LLC
Role
Chief Investment Officer and Principal Financial Officer
Location
Dallas, Texas, United States
Who is Jay Bruno? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jay Bruno is listed as Chief Investment Officer and Principal Financial Officer at Five Keys Private Advisors LLC, based in Dallas, Texas, United States. AeroLeads shows phone signal with area code 225, 404 and a matched LinkedIn profile for Jay Bruno.
Jay Bruno previously worked as President at Five Keys Family Office and Chief Financial Officer at Bruno Restaurant Group, Llc. Jay Bruno holds Utility Executive Program from University Of Maryland - Robert H. Smith School Of Business.
Profile bio
About Jay Bruno
Experienced Fortune 500 executive and entrepreneur with a proven track record leading process improvement and change management initiatives in a variety of functional areas, including Supply Chain, Operations, Finance/Revenue Cycle, Hospitality, and Corporate Real Estate. As Senior Director at a Fortune 500 corporation, led an organization with over 600 employees, an annual operating budget exceeding $230M, and a capital budget of $100M+.Specialties: * Business process optimization and project management, including outsourcing, strategic sourcing, system integration, and overall transformation* CFO functions, including financial modeling, performance management, accounting, AR/AP, and IT* Clean Energy initiatives via Facility Management, Transportation Services/Fleet, Metering* Ongoing Operations -- customer service, securing and motivating talent, client and vendor relationships, marketing & promotion* All aspects of Revenue Cycle -- from Automated/Smart Metering to Payment Processing
Listed skills include Six Sigma, Strategic Sourcing, Project Management, Outsourcing, and 13 others.
Current workplace
Jay Bruno's current company
Company context helps verify the profile and gives searchers a useful next step.
Five Keys Private Advisors Llc
13 roles · 33 years
Jay Bruno work experience
A career timeline built from the work history available for this profile.
President
Five Keys Family Office
President of a U.S. based multi-family office offering an elevated, discreet, and personalized experience. We provide the following services to our valued clients:* Wealth Management* Tax Planning and Accounting Services* Advice on Legal Matters, Trusts and Corporate Structures* Turnkey Non-Financial Asset Management and Custodial Arrangements* Concierge.
Chief Financial Officer
Bruno Restaurant Group, Llc
Directed CFO related activities for five unique Food & Beverage concepts for family owned Bruno Restaurant Group. Led corporate strategy, supply chain optimization, accounting functions, performance management, IT and HR.
Jul 2008 - Oct 2020
Senior Director, Operations Support & Excellence
Led strategic direction and overall operations of the 600 person Corporate Real Estate and Transportation Services divisions as well as the project management of Shared Services transformation initiatives that supported the success of PG&E business units.* Developed and launched a comprehensive long term Corporate Real Estate strategy* “Clean Energy”.
Oct 2006 - Jul 2008
Director, Transporation Services
Pg&E
Led the transportation needs (ground and air) of the largest utility fleet in the U.S. Key activities included asset management (~$800M replacement value), repair/maintenance (64 sites), and clean air engineering and vendor relationships. After nine months at PG&E, promoted to Senior Director, Operations Support & Excellence (October 2006).
Jan 2006 - Oct 2006
Project Manager, Support Services Productivity Initiative
Primary responsibility (project management, supplier evaluation, financial analysis, integration, etc.) for Entergy’s Business Process Optimization (BPO) initiative, which assessed the viability of outsourcing non-core functions, including IT, Finance & Accounting, Supply Chain, Billing, and Human Resources.
Mar 2005 - Dec 2005
Manager, Meter Data Acquisition
Directed the acquisition and validation of meter/billing data for 2.7 million customers. Significant focus on optimizing cost and performance of third party service providers via aggressive sourcing techniques (i.e. utilization of on-line reverse auctions), service level agreements, and pinpointed Automated/Smart Metering. In 2004/2005, over $3M in annual.
Jan 2002 - Feb 2005
Manager, Customer Care System (Sap) – Testing & Issue Management
Managed the integration & user acceptance testing for the initial release of a SAP Customer Care System. Worked in concert with the overall project director on issue/resource management.
Mar 2001 - Dec 2001
Manager, Payment Processing
Responsible for all aspects of Entergy's Payment Processing (Remittance Processing Center; over 600 third party payment locations; over 2.7 million monthly transactions via all payment platforms). Remittance Processing costs and accuracy were consistently industry top quartile.
Jan 2000 - Feb 2001
Manager, Walk-In Payment Center Operations
Managed walk-in payment activity (over 800,000 monthly transactions) for all Entergy jurisdictions. As the leader of a Best-In-Class initiative, developed and implemented an in-house real time walk-in payment platform that won an Entergy Chairman’s Award (Special Customer Service Award). Outsourcing was also heavily utilized.
Jan 1998 - Dec 1999
Senior Customer Service Specialist (Payment Center Administrator)
Centralized & standardized walk-in payment processes across Entergy’s five regulated jurisdictions. Administered third party contracts and implemented key performance metrics.
Jan 1996 - Dec 1997
Customer Relations Specialist
Handled a variety of customer related initiatives for two Entergy jurisdictions (in LA & AR), including customer research, complaints, business plans, rate analysis, and internal reporting.
Jul 1993 - Dec 1995
Customer Service Representative
Responsible for customer & political/regulatory needs in several Louisiana parishes (counties).
1993 - 1994
~1 yr
3 education records
Jay Bruno education
Utility Executive Program
Mba, Master Of Business Administration
Bs, Ba, Business Administration, History
FAQ
Frequently asked questions about Jay Bruno
Quick answers generated from the profile data available on this page.
What company does Jay Bruno work for?
Jay Bruno works for Five Keys Private Advisors LLC.
What is Jay Bruno's role at Five Keys Private Advisors LLC?
Jay Bruno is listed as Chief Investment Officer and Principal Financial Officer at Five Keys Private Advisors LLC.
What is Jay Bruno's phone number?
AeroLeads has found 3 phone signal(s) with area code 225, 404 for Jay Bruno at Five Keys Private Advisors LLC.
Where is Jay Bruno based?
Jay Bruno is based in Dallas, Texas, United States while working with Five Keys Private Advisors LLC.
What companies has Jay Bruno worked for?
Jay Bruno has worked for Five Keys Private Advisors Llc, Five Keys Family Office, Bruno Restaurant Group, Llc, Pg&E, and Entergy.
How can I contact Jay Bruno?
You can use AeroLeads to view verified contact signals for Jay Bruno at Five Keys Private Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Jay Bruno attend?
Jay Bruno holds Utility Executive Program from University Of Maryland - Robert H. Smith School Of Business.
What skills is Jay Bruno known for?
Jay Bruno is listed with skills including Six Sigma, Strategic Sourcing, Project Management, Outsourcing, Strategic Planning, Strategy, Management, and Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jay Bruno you were looking for.
View similar profiles
