assoc vice president diverse markets | energetic financial services executive | non-profit board member | partner to intermediaries working to improve outcomes in underserved communities | voya ambassador@ Voya Financial
Wilmington, Delaware, United States
Jay Washington, MBA, CEBS, AIF®, RICP®
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Virginia Commonwealth University - School of Business
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FlashIntel GPTJay Washington, MBA, CEBS, AIF(r), RICP(r) is a highly experienced professional with 23.9 years of work experience. He possesses a diverse skill set including leadership, financial advisory, consulting, and customer relations. Based in the United States, Jay is known for his expertise in retirement planning and his ability to anticipate obstacles and overcome them. He believes in the importance of staying up-to-date with industry standards and the best products and services. With a background in weight lifting and outdoor cardio, Jay is dedicated to staying fit and promoting a healthy body and healthy mind.
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About
What is your end game for your retirement plan? My job is to understand the answer to that question, anticipate the obstacles to those goals-- and how to overcome those obstacles. I think with you in mind. #clientfirst I do this by staying current on industry standards and the best products and services out there. I look for that which differentiates you from your peers. My job is to take the retirement plan off your plate, as an extension of your staff. To me, you aren't a client; you are a relationship. When I'm not focusing on advising retirement plan intermediaries, you can usually find me on an airplane, the world is a beautiful place full of people, sights and things to experience. My travels have taken me to four of the seven continents, which is a benefit to those clients with a multinational presence. My other interests are weight lifting and outdoor cardio. It not only helps me stay physically fit, it also helps generate thoughts and ideas. Healthy body, healthy mind.
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assoc vice president diverse markets | energetic financial services executive | non-profit board member | partner to intermediaries working to improve outcomes in underserved communities | voya ambassador
Associate Vice President Diverse Markets Segment
Client Relationship Manager
Financial Services
Jay Washington, MBA, CEBS, AIF®, RICP®'s Professional Milestones
- Consultant, Institutional Relationships (2008-01-01~2010-07-01): Establishing strategic partnerships with top institutions to enhance institutional trust and support their growth.
- Managing Consultant, Institutional Relationships (2002-07-01~2014-09-01): Building strong partnerships with institutions, fostering increased collaboration and efficiency.
Education
Financial Planning And Services
2006-2007Skill
Leadership
Series 63
Financial Advisory
Consulting
Customer Relations
Call Center
Insurance
Tax Exempt Market
Retirement Planning
Sales
Financial Planning
Employee Benefit Plan Design
Annuities
Investments
Business Development
Relationship Management
Mentoring
Series 6
Finance
401k
Asset Allocation
Strategic Planning
Investment Advisory
Strategy
Financial Services
Mutual Funds
Business Planning
Strategic Financial Planning
Investment Strategies
Asset
Customer Service
Business Process Improvement
Management
Project Management
Retirement
Series 65
Client Service
Crm
Series 7
Employee Benefits
Securities
Siebel
Retirement Plan Consulting
Annuity Strategies
Profit Sharing
Qualified Retirement Plans
Cross Selling
Economics
Tax Exempt
Certification
Colleagues
Sean Malloy, A-CSPO
Digital Product Owner
Mike Salters
Digital Product Owner | Real Estate Investments & Consultant
Jennifer Bower
Product Manager | Owner | Customer Experience Leader | IT And Customer Service Professional
Erin Turchin
ESL Business System Owner
Tiana Phienboupha
Operations Consultant | Small Business Owner
Other Named Jay Washington, MBA, CEBS, AIF®, RICP®
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Jay Washington, MBA, CEBS, AIF®, RICP®'s social media include: Linkedin,
Jay Washington, MBA, CEBS, AIF®, RICP® works for Voya Financial
Jay Washington, MBA, CEBS, AIF®, RICP®'s role in Voya Financial is assoc vice president diverse markets | energetic financial services executive | non-profit board member | partner to intermediaries working to improve outcomes in underserved communities | voya ambassador
Jay Washington, MBA, CEBS, AIF®, RICP® works in the industry of Financial Services
Jay Washington, MBA, CEBS, AIF®, RICP®'s colleagues are Sean Malloy, A-CSPO,Mike Salters,Jennifer Bower
Jay Washington, MBA, CEBS, AIF®, RICP®'s latest job experience is assoc vice president diverse markets | energetic financial services executive | non-profit board member | partner to intermediaries working to improve outcomes in underserved communities | voya ambassador at Voya Financial
Jay Washington, MBA, CEBS, AIF®, RICP®'s latest education in Virginia Commonwealth University - School of Business
