Rick Jaye Email and Phone Number
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Rick Jaye personal email
Rick Jaye is a Managing Director, BTA | ESOP Advisor at Business Transition Advisors. He possess expertise in strategic financial planning, sales, financial sales education, business tax planning, finance.
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Managing DirectorBusiness Transition Advisors Sep 2016 - PresentOrlando, Florida, United States
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PrincipalRaj Consultants, Inc Sep 2015 - Sep 2018Greater OrlandoBusiness entity, exit planning and investment banking consulting to mid market privately owned companies.
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National Director Of SalesSouthwest Financial Group Jan 2010 - Jun 2015Phoenix, Arizona AreaSales management and support focusing on expanding sales and gross revenue primarily through institutional banking and brokerage channels. Responsiblities include forming strategic alliances with national financial institutions and brokerage firms. Developing tactical sales processes and product concept education to expand knowledge base among industry specialist. -
Chief Financial StrategistFirst Allied Securities Sep 2006 - Dec 2009San DiegoProvide ongoing support through independant advisors licensed with First Allied in the areas of advanced wealth accumulation and distribution planning for their small to mid sized successful business clients. -
PrincipalGreenbook Financial Services Feb 2003 - Sep 2006Greater San Diego AreaJoined at inception as one of three founding partners of a national investment management, registered investment advisory, financial services and broker dealership specializing in the small to mid sized healthcare business owner vertical market. My role focused on building out the planning protocol, financial planning tools, marketing platform and presenting at association meetings, events and marketing opportunities to recruit advisors and clients to the firm. Assisted in the sale of Greenbook to private equity firm in 2006 and rolled up to a national independent broker dealership. -
PresidentJ & J Consulting Inc. Jun 1993 - Sep 2003Orlando, Florida AreaFinancial consulting and services firm, specializing in mid-market companies with emphasis in healthcare. Services included retirement plan design and analysis, investment management and allocation modeling, risk management, business valuation and transition planning, tax mitigation, debt and cash management.
Rick Jaye Skills
Rick Jaye Education Details
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Applied Economics -
Economics
Frequently Asked Questions about Rick Jaye
What company does Rick Jaye work for?
Rick Jaye works for Business Transition Advisors
What is Rick Jaye's role at the current company?
Rick Jaye's current role is Managing Director, BTA | ESOP Advisor.
What is Rick Jaye's email address?
Rick Jaye's email address is rj****@****bfs.com
What schools did Rick Jaye attend?
Rick Jaye attended Dartmouth College, University Of California, San Diego.
What skills is Rick Jaye known for?
Rick Jaye has skills like Strategic Financial Planning, Sales, Financial Sales Education, Business Tax Planning, Finance.
Not the Rick Jaye you were looking for?
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Richard Jaye
Placing The Best Finance And Office Support Professionals Across Uk And International Businesses - Utilising 20+ Years Of Experience Across Multiple OrganisationsGreater London4btinternet.com, gmail.com, finance-24.co.uk, twentyfourgroup.co.uk -
richard jaye
United States1gmail.com -
1senexgroup.com
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