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Jay Watz, Cima is listed as Director Business Development | Financial Recruiter at Convergence Financial, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Jay Watz, Cima.
Jay Watz, Cima previously worked as Director Business Development at Convergence Financial and Area Vice President, Regional Director - Business Development at Lpl Financial. Jay Watz, Cima holds Bachelor Of Science - Bs, Communications Management from Missouri State University.
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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|
Listed skills include Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, and 27 others.
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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.
San Diego, CA, US
Prospect Financial Advisors in Wire House, Regional, Independent, and RIA channels through professional yet persistent, on-going pipeline contact.
Toronto, Ontario, CA
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.
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 works for Convergence Financial.
Jay Watz, Cima is listed as Director Business Development | Financial Recruiter at Convergence Financial.
AeroLeads has found 1 work email signal at @lpl.com for Jay Watz, Cima at Convergence Financial.
Jay Watz, Cima is based in St Louis, Missouri, United States while working with Convergence Financial.
Jay Watz, Cima has worked for Convergence Financial, Lpl Financial, Bmo Global Asset Management U.S., Nationwide Financial, and Virtus Investment Partners.
You can use AeroLeads to view verified contact signals for Jay Watz, Cima at Convergence Financial, including work email, phone, and LinkedIn data when available.
Jay Watz, Cima holds Bachelor Of Science - Bs, Communications Management from Missouri State University.
Jay Watz, Cima is listed with skills including Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, Series 65, Etfs, Investment Advisory, and Investment Strategies.
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