Jay P. Woldar

Jay P. Woldar Email and Phone Number

Managing Director @ 14th Degree Azimuth Advisory
Plainview, NY, US
Jay P. Woldar's Location
Plainview, New York, United States, United States
About Jay P. Woldar

Financial services professional with significant experience in banking, cash management, the treasury services arena and all facets of lending services. Proficient at new business development, account management and developing pricing strategies catering to market needs. Expertise in sales leadership in cash management and treasury services sales to large corporate and middle markets. A proven leader.Specialties: Lending services, treasury services, business development, public speaking, sales trainingprofessional e-mail - jay.woldar@isg-one.compersonal e-mail - jpwoldar@yahoo.com

Jay P. Woldar's Current Company Details
14th Degree Azimuth Advisory

14Th Degree Azimuth Advisory

View
Managing Director
Plainview, NY, US
Employees:
8
Jay P. Woldar Work Experience Details
  • 14Th Degree Azimuth Advisory
    Managing Director
    14Th Degree Azimuth Advisory
    Plainview, Ny, Us
  • Evalueserve
    Managing Director - Lending
    Evalueserve Feb 2024 - Present
    Zug, Ch
    Evalueserve provides a variety of services that employ AI and data analytics to support enhanced decision making across the financial services industry. I will be working with our lending vertical to expand our capabilities and support growth of our client and revenue base.
  • Isg (Information Services Group)
    Director - Banking And Financial Services
    Isg (Information Services Group) Jun 2019 - Feb 2024
    Stamford, Connecticut, Us
    In the role of Director, I work with our key account relationships in the banking and financial services sector to service and expand our existing business relationships and work with ISG Sales to expand our services to new clients.
  • Serrala
    Chief Sales Officer
    Serrala Mar 2018 - Jun 2019
    Norderstedt, Schleswig-Holstein, De
    As Chief Sales Officer, I am responsible for all new and existing business development and management of existing accounts across North America. Serrala is the new global brand for the Hanse Orga companies that included Dolphin Solutions, e5 Solutions, Soplex and Tembit. We have a broad offering of software and professional services solutions for O2C, P2P, Cash Management and Treasury Services that are certified to run in an SAP platform environment.
  • Finastra
    Regional Sales Manager - Lending - Americas
    Finastra Dec 2016 - Feb 2018
    Paddington, London, Gb
    Misys and D&H have merged to form FINASTRA. I manage the Lending Sales and Account Management teams for The Americas for the combined company.
  • Fiserv
    Svp - Lending Solutions Sales
    Fiserv 2013 - 2016
    Milwaukee, Wisconsin, Us
    Head of sales for the Lending Solutions product set. Responsible for sales strategy and execution across the full suite of products.
  • Fiserv
    Svp - Strategic Product Sales
    Fiserv 2007 - 2013
    Milwaukee, Wisconsin, Us
    Corporate Financial Solutions GroupWeiland Financial GroupOpen Solutions Financial Accounting SuiteVelocity Loan OriginationOpen Payment Services - IPTG
  • Klik Technologies
    Director Of Sales & Marketing
    Klik Technologies 2003 - 2007
    Us
    Remittance ProcessingElectronic Payment Settlement
  • Abn Amro
    Senior Vice President
    Abn Amro 1996 - 2003
    Amsterdam, Nl
    Corporate Cash Management for EAB in New York.
  • Abn Amro
    Svp - Corporate Cash Management
    Abn Amro 1996 - 2003
    Amsterdam, Nl
    I managed a team for Cash Management sales to all business clients across all our commercial lending groups and through the branch network.
  • The Bank Of New York
    Vice President - Cash Management Sales
    The Bank Of New York 1992 - 1996
    New York, Ny, Us
    Corporate Cash Management sales for the Midwest and Southeast regions.
  • The Chase Manhattan Bank
    Second Vice President
    The Chase Manhattan Bank 1988 - 1992
    New York, Ny, Us
    Financial Controller for check processingCorporate Cash Management Sales
  • National Westminster Bank Usa
    Operations Officer
    National Westminster Bank Usa 1984 - 1988
    Administrative Officer Development Program

Jay P. Woldar Skills

Treasury Services Public Speaking Cash Management New Business Development Account Management Sales Management Banking Business Development Strategy Vendor Management Sales Management Business Analysis Financial Services Risk Management Finance Process Improvement Electronic Payments Treasury Relationship Management Executive Management Payment Systems Coaching Financial Analysis Business Relationship Management Business Process Improvement

Jay P. Woldar Education Details

  • Colgate University
    Colgate University
    History
  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    International Finance
  • Manhasset High School
    Manhasset High School

Frequently Asked Questions about Jay P. Woldar

What company does Jay P. Woldar work for?

Jay P. Woldar works for 14th Degree Azimuth Advisory

What is Jay P. Woldar's role at the current company?

Jay P. Woldar's current role is Managing Director.

What is Jay P. Woldar's email address?

Jay P. Woldar's email address is jw****@****lik.com

What is Jay P. Woldar's direct phone number?

Jay P. Woldar's direct phone number is +151680*****

What schools did Jay P. Woldar attend?

Jay P. Woldar attended Colgate University, Fordham Gabelli School Of Business, Manhasset High School.

What are some of Jay P. Woldar's interests?

Jay P. Woldar has interest in Golf, Travel, Lacrosse, Coaching.

What skills is Jay P. Woldar known for?

Jay P. Woldar has skills like Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management, Banking, Business Development, Strategy, Vendor Management, Sales, Management.

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