Jay Watz, Cima

Jay Watz, Cima Email and Phone Number

Director Business Development | Financial Recruiter @ Convergence Financial
Jay Watz, Cima's Location
St Louis, Missouri, United States, United States
Jay Watz, Cima's Contact Details

Jay Watz, Cima work email

Jay Watz, Cima personal email

n/a
About Jay Watz, Cima

My mission statement is "The way to truly be successful in life is to help other people get what they want". - Zig Ziegler. Half a Billion in sales and 20+ years of experience in external wholesale financial services with focus on mutual funds. Striving to establish and maintain the highest standards of excellence and professionalism in the financial services industry.As a recruiter, I specialize in helping financial advisors identify opportunities in industry leading technology by affiliating with LPL Financial. When not working, I enjoy spending time with family, fishing with my daughters and participating with Slabs a Smokin' competitive BBQ team. My smoked brisket is the best!|COMPLIANCE:2018-89|

Jay Watz, Cima's Current Company Details
Convergence Financial

Convergence Financial

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Director Business Development | Financial Recruiter
Jay Watz, Cima Work Experience Details
  • Convergence Financial
    Director Business Development
    Convergence Financial Oct 2023 - Present
    Columbia, Missouri, Us
    Securities are offered through LPL Financial (LPL), Member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advisory services offered through Convergence Financial, a registered investment adviser. Convergence Financial is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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  • Lpl Financial
    Area Vice President, Regional Director - Business Development
    Lpl Financial Sep 2019 - Nov 2023
    San Diego, Ca, Us
    Prospect Financial Advisors in Wire House, Regional, Independent, and RIA channels through professional yet persistent, on-going pipeline contact.
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  • Bmo Global Asset Management U.S.
    Regional Sales Director
    Bmo Global Asset Management U.S. Dec 2018 - Sep 2019
    Toronto, Ontario, Ca
    Responsible for wholesaling mutual fund products to Independent Broker Dealers and RIAs with emphasis on LPL and Raymond James financial advisors. Managed territories including Missouri, Kansas, Oklahoma, Arkansas, Louisiana, Texas, and New Mexico. Specialize in consulting with advisors on Business Development and Best Practices.• Reached $112M in first 7 months in the territory with $135M annual goal.• Ranked # 1 among BMO Mutual Fund Wholesalers in new advisors doing business with BMO Funds• Ranked # 1 among BMO Mutual Fund Wholesalers in net new sales.
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  • Nationwide Financial
    Regional Vice President Of Mutual Fund Sales
    Nationwide Financial Jul 2009 - Dec 2018
    Columbus, Ohio, Us
    -External Wholesaler of Mutual Funds, Fee-Based Annuities and Stand Alone Lifetime Benefits. -Managed territories include MO, KS, IL, IA, NE, MN, WI, ND, SD, CO,UT, ID WA, AK. -Reached 100% of annual sales goals in the past 5 years. Team goal of $1.6 billion.
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  • Virtus Investment Partners
    Regional Sales Director, Vice President
    Virtus Investment Partners Jul 2008 - Mar 2009
    Hartford, Ct, Us
    -External Wholesaler for mutual funds, separately managed accounts and closed ended funds. -Managed the heartland six state territory NE, KS, MO, AR, IL, IN. -Reached annual sales goals of $123 million plus. -Moved territory in sales rankings from #11 to #5.
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Jay Watz, Cima Skills

Mutual Funds Series 63 Separately Managed Accounts Asset Allocation Series 65 Etfs Investment Advisory Investment Strategies Alternative Investments Wealth Management Asset Managment Investments Fixed Annuities Equities Retirement Planning Portfolio Management Fixed Income Managing Accounts Securities Financial Services 401k Investment Management 401 Retirement Savings Plans Asset Management Certified Investment Management Analyst Financial Advisory Sales Capital Markets Leadership Trading Financial Planning

Jay Watz, Cima Education Details

  • Missouri State University
    Missouri State University
    Communications Management

Frequently Asked Questions about Jay Watz, Cima

What company does Jay Watz, Cima work for?

Jay Watz, Cima works for Convergence Financial

What is Jay Watz, Cima's role at the current company?

Jay Watz, Cima's current role is Director Business Development | Financial Recruiter.

What is Jay Watz, Cima's email address?

Jay Watz, Cima's email address is jc****@****bal.net

What schools did Jay Watz, Cima attend?

Jay Watz, Cima attended Missouri State University.

What are some of Jay Watz, Cima's interests?

Jay Watz, Cima has interest in Children, Modern Portfolio Theory, Politics, Education, Health, Investment Management Theory, Home Remodeling, Fishing, Sales Training.

What skills is Jay Watz, Cima known for?

Jay Watz, Cima has skills like Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, Series 65, Etfs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments.

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