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Jay Malick Email & Phone Number

Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" at Author
Location: Charlotte, North Carolina, United States 7 work roles 2 schools
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Author
Role
Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success"
Location
Charlotte, North Carolina, United States
Company size
20 employees

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Jay Malick is listed as Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" at Author, a with 20 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jay Malick.

Jay Malick previously worked as Advisor and Lecturer at Lecturer - Economics | Finance and Managing Director, Wealth Management Business Controls (Assignment during COVID) at Bank Of America Merrill Lynch. Jay Malick holds Master Of Business Administration - Mba, Finance, International Business from Nyu Stern School Of Business.

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About Jay Malick

I am an accomplished leader in asset and wealth management, with a proven track record at prestigious firms including Merrill Lynch, Bank of America Private Bank, Columbia Threadneedle Investments, and BNY Mellon Asset and Wealth Management. My expertise spans both Traditional (Stocks, Bonds, Cash) and Alternative Investments (Private Equity, Real Estate, Hedge Funds), alongside deep knowledge in Mutual Funds, SMAs, ETFs, and personal finance strategies.Throughout my career, I have excelled in product development, investment platform implementation, and partner management. I have a knack for quickly assessing complex situations and crafting effective strategies that drive business growth and profitability. As an example, I am proud to have co-developed the South Carolina FutureScholar 529 Program, underscoring my commitment to creating innovative and effective solutions to help Americans achieve the critically important goal of attending college. I put my three daughters through college using this 529 program! I hold FINRA Series 7 and 24 licenses, and I earned my BS in Economics from the University of Delaware and an MBA in Finance & International Business from NYU Stern. I am a continuous learner having recently audited graduate level classes in Business Law, Cryptocurrency, and Blockchain at NYU Stern, and I am currently auditing a course on Artificial Intelligence. I presently advise on councils and lecture on wealth and asset management at universities including Davidson College, Fordham University, and UC San Diego, among others.In addition to my professional work, I am the author of "Achieve Wealth and Happiness: Proven Strategies for Success" (available on Amazon). This book is designed to share actionable insights for wealth accumulation and life fulfillment, aimed at empowering readers to achieve wealth and live great lives. With over 30 years in leadership roles, my focus has always been on creating innovative solutions and providing ideas to help individuals achieve their financial goals and companies achieve their business goals and fulfill their business missions. I am passionate about leaving a positive impact on the world through my knowledge and experience. If you are looking for a strategic leader to drive growth and innovation in your organization, let's connect!

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Author
Author
Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success"
Charlotte, NC, US
Website
squibler.io
Employees
20
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7 roles

Jay Malick work experience

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Personal Finance Book Author: "Achieve Wealth And Happiness: Proven Strategies For Success"

Author

Charlotte, Nc, Us

Advisor And Lecturer

Current
Lecturer - Economics | Finance

• Teach principles from "Achieve Wealth and Happiness" book at Fordham University and Mitchell Community College, while coaching students through Connect 3 Foundation.• Present on the Future of Asset and Wealth Management at universities and forums, integrating university research into corporate practices.• Serve on the Advisory Board of The Brandes Center at the Rady School of Management at UC San Diego and College Advisory Council for the Davidson College Deliberative Citizenship Initiative (DCI).

Dec 2022 - Present

Personal Finance Book Author: "Achieve Wealth And Happiness: Proven Strategies For Success"

Current
Author

Los Angeles, California, Us

• Authored and published a five-star personal finance book "Achieve Wealth and Happiness: Proven Strategies for Success" available on Amazon.• Share impactful ideas to help close the wealth gap in America and globally through the book.• Utilized writing, research, and financial analysis skills to create a valuable resource for readers.

Dec 2022 - Present

Managing Director, Wealth Management Business Controls (Assignment During Covid)

Bank Of America Merrill Lynch

Charlotte, Nc, Us

• Led Wealth Management Business Continuity Planning (BCP) Program. Group successfully transitioned 30,000+ associates to Work from Home during pandemic.• Managed Third Party Wealth Management Partner Relationships, Financial Systemic Events, and Regulatory interactions.• Oversaw Resumption and Resiliency & Global Recovery and Resolution Planning efforts.

Jan 2020 - Dec 2022

Managing Director, Investment Solutions Group - Bank Of America Private Bank | Merrill

Bank Of America Merrill Lynch

Charlotte, Nc, Us

• Led the design, development, and management of the investment solutions platform for Bank of America Private Bank and aspects of Merrill Lynch, overseeing model portfolios and client portfolios.• Managed the Common Trust Fund Family, a $7 billion fund family with 25 diversified funds across equities and fixed income.• Cultivated relationships with top asset management organizations like Blackstone, Carlyle, BlackRock, Neuberger Berman, Man Group and AQR, among many others.

Jun 2007 - Jan 2020

Head Of Product Development & Sub-Advisory Relationship Mgt - Columbia Threadneedle Investments

Bank Of America Merrill Lynch

Charlotte, Nc, Us

• Led team in designing and launching asset management products for Columbia Threadneedle Investments.• Managed sub-advisor relationships with boutique asset management organizations to maximize distribution success.• Orchestrated portfolio restructurings and changeovers during merger initiatives.

Jun 1998 - Jun 2007

Bny Hamilton Mutual Funds Leader

Bny Mellon

New York, Ny, Us

• Led the start-up team to design and launch BNY's first mutual funds, generating $1.4 billion and 5,642 new accounts.• Coordinated activities with Bank Management, Funds' Board of Directors, and Fund Counsel for mutual fund family.• Participated in the establishment of the retail brokerage program at The Bank of New York.

Jan 1989 - Jan 1996
Team & coworkers

Colleagues at Author

Other employees you can reach at squibler.io. View company contacts for 20 employees →

MA Muiz Abdulsalam Muiz Abdulsalam Colleague at AuthorLagos, Lagos State, Nigeria View → AA Author A. L. Norton Author A. L. Norton Colleague at AuthorGreater Indianapolis, United States View → JE John Eze John Eze Colleague at AuthorAbuja, Federal Capital Territory, Nigeria View → JW Jason William Mitchiner Galbraith Jason William Mitchiner Galbraith Colleague at AuthorMarina Del Rey, California, United States View → S( Sharilynn (Shari) Hunt Sharilynn (Shari) Hunt Colleague at AuthorMemphis, Tennessee, United States View → JM John Morton Parr John Morton Parr Colleague at AuthorIreland View → DP David Park David Park Colleague at AuthorLondon, Ontario, Canada View → VA Valerie Adams, Pr (Ma), Leadership Doctoral Studies (Lu) Valerie Adams, Pr (Ma), Leadership Doctoral Studies (Lu) Colleague at AuthorWashington Dc-Baltimore Area, United States View → GB Gerry Bratley Miex Gerry Bratley Miex Colleague at AuthorNetherton, England, United Kingdom View → NH Nadine Haruni Nadine Haruni Colleague at AuthorUnited States View →
2 education records

Jay Malick education

Master Of Business Administration - Mba, Finance, International Business

Nyu Stern School Of Business

Bachelor Of Science - Bs, Economics

University Of Delaware
FAQ

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What company does Jay Malick work for?

Jay Malick works for Author.

What is Jay Malick's role at Author?

Jay Malick is listed as Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" at Author.

Where is Jay Malick based?

Jay Malick is based in Charlotte, North Carolina, United States while working with Author.

What companies has Jay Malick worked for?

Jay Malick has worked for Author, Lecturer - Economics | Finance, Bank Of America Merrill Lynch, and Bny Mellon.

Who are Jay Malick's colleagues at Author?

Jay Malick's colleagues at Author include Muiz Abdulsalam, Author A. L. Norton, John Eze, Jason William Mitchiner Galbraith, and Sharilynn (Shari) Hunt.

How can I contact Jay Malick?

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What schools did Jay Malick attend?

Jay Malick holds Master Of Business Administration - Mba, Finance, International Business from Nyu Stern School Of Business.

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