Jay Cristello
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Jay Cristello Email & Phone Number

Regional Planning Specialist at Cetera Financial Specialists
Location: Melville, New York, United States 9 work roles 1 school
1 work email found @voya.com 1 phone found area 770 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@voya.com
Direct phone (770) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Specialists
Role
Regional Planning Specialist
Location
Melville, New York, United States
Company size
164 employees

Who is Jay Cristello? Overview

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Quick answer

Jay Cristello is listed as Regional Planning Specialist at Cetera Financial Specialists, a company with 164 employees, based in Melville, New York, United States. AeroLeads shows a work email signal at voya.com, phone signal with area code 770, and a matched LinkedIn profile for Jay Cristello.

Jay Cristello previously worked as Regional Director at Voya Investment Management and Private Client Advisor at Jp Morgan Chase Bank N.A.. Jay Cristello holds Bachelor Of Science (Bs), Economics from State University Of New York At Albany.

Company email context

Email format at Cetera Financial Specialists

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{first}.{last}@voya.com
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AeroLeads found 1 current-domain work email signal for Jay Cristello. Compare company email patterns before reaching out.

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Profile bio

About Jay Cristello

Jay Cristello is a Regional Planning Specialist at Cetera Financial Specialists. He possess expertise in separately managed accounts, alternative investments, mutual funds, etfs, investments and 8 more skills.

Listed skills include Separately Managed Accounts, Alternative Investments, Mutual Funds, Etfs, and 9 others.

Current workplace

Jay Cristello's current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Specialists
Cetera Financial Specialists
Regional Planning Specialist
schaumburg, illinois, united states
Website
ceterafinancialspecialists.com
Employees
164
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Company profile
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9 roles · 28 years

Jay Cristello work experience

A career timeline built from the work history available for this profile.

Regional Director

Voya Investment Management

Long Island

Regional Sales Director covering Voya's mutual fund, SMA and Private Equity portfolios distributed through Financial Advisors.

Jan 2019 - Jun 2023

Private Client Advisor

Jp Morgan Chase Bank N.A.

East Northport, NY

Apr 2018 - Jan 2019

Financial Solutiions Advisor

Bank Of America Merrill Lynch

South Huntington / Commack / Greenlawn

Worked with clients to manage investments through the Merrill Edge platform.Conducted financial plan reviews and made recommendations based on important changes in clients life. Managed clients liquidity needs on the Bank of America platform.

Jun 2017 - Apr 2018

Director Of Business Development For Betterment Institutional

Mariner Wealth Advisors

Greater New York City Area

Worked with RIAs and Independent Financial Advisor to onboard the Betterment Institutional platform.Betterment Institutional is designed to streamline the investment process and accelerate an advisor’s ability to serve their clientele. Betterment Institutional is the leading digital platform for advisors. With Betterment Institutional, advisors can bring.

May 2015 - Feb 2016

Regional Vice President

Placemark Investments

East

Covered the East as a Regional Consultant working with Financial Advisors in the RIA and BD channels. Met with advisors to promote the benefits of managed money, tax management, asset allocation and the UMA overlay processWorked closely with distribution partners at both regional and national levels, to increase sales in managed money programs

May 2012 - Feb 2015

Regional Manager

Northern Trust

NY / Northeast

Directed sales of Northern Trust separate accounts and mutual funds in the Northeast through third party distributors. Developed strong relationships with HNW Financial Advisors at Wirehouses and Regional financial institutions.

Jun 2006 - Sep 2011

Regional Marketing Consultant

Alliance Capital Management
1998 - Sep 2001
Team & coworkers

Colleagues at Cetera Financial Specialists

Other employees you can reach at ceterafinancialspecialists.com. View company contacts for 164 employees →

CF Cetera Financial Specialists Cetera Financial Specialists Colleague at Cetera Financial Specialists Schaumburg, Illinois, United States, United States View → DC David Christensen David Christensen Colleague at Cetera Financial Specialists Germantown Town, Wisconsin, United States, United States View → LW Larry Wilbur Larry Wilbur Colleague at Cetera Financial Specialists Greenwich, New York, United States, United States View → AK Alex Kubiak, Cpa Alex Kubiak, Cpa Colleague at Cetera Financial Specialists Greater Chicago Area, United States View → DP Dennis P. Lavin, Cpa Dennis P. Lavin, Cpa Colleague at Cetera Financial Specialists Bronx, New York, United States, United States View → JT James Tobler James Tobler Colleague at Cetera Financial Specialists Park Ridge, Illinois, United States, United States View → ES Eric Stuckey Eric Stuckey Colleague at Cetera Financial Specialists Suwanee, Georgia, United States, United States View → RJ Rick Jones Rick Jones Colleague at Cetera Financial Specialists Anaheim, California, United States, United States View → BS Bill Scanlon Bill Scanlon Colleague at Cetera Financial Specialists Greater Philadelphia, United States View → SD Stephanie Dana Stephanie Dana Colleague at Cetera Financial Specialists United States, United States View →
1 education record

Jay Cristello education

FAQ

Frequently asked questions about Jay Cristello

Quick answers generated from the profile data available on this page.

What company does Jay Cristello work for?

Jay Cristello works for Cetera Financial Specialists.

What is Jay Cristello's role at Cetera Financial Specialists?

Jay Cristello is listed as Regional Planning Specialist at Cetera Financial Specialists.

What is Jay Cristello's email address?

AeroLeads has found 1 work email signal at @voya.com for Jay Cristello at Cetera Financial Specialists.

What is Jay Cristello's phone number?

AeroLeads has found 1 phone signal(s) with area code 770 for Jay Cristello at Cetera Financial Specialists.

Where is Jay Cristello based?

Jay Cristello is based in Melville, New York, United States while working with Cetera Financial Specialists.

What companies has Jay Cristello worked for?

Jay Cristello has worked for Cetera Financial Specialists, Voya Investment Management, Jp Morgan Chase Bank N.A., Bank Of America Merrill Lynch, and Mariner Wealth Advisors.

Who are Jay Cristello's colleagues at Cetera Financial Specialists?

Jay Cristello's colleagues at Cetera Financial Specialists include Cetera Financial Specialists, David Christensen, Larry Wilbur, Alex Kubiak, Cpa, and Dennis P. Lavin, Cpa.

How can I contact Jay Cristello?

You can use AeroLeads to view verified contact signals for Jay Cristello at Cetera Financial Specialists, including work email, phone, and LinkedIn data when available.

What schools did Jay Cristello attend?

Jay Cristello holds Bachelor Of Science (Bs), Economics from State University Of New York At Albany.

What skills is Jay Cristello known for?

Jay Cristello is listed with skills including Separately Managed Accounts, Alternative Investments, Mutual Funds, Etfs, Investments, Asset Allocation, Relationship Management, and Investment Strategies.

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