Jay Anderson

Regional Manager-Wealth

Role
Regional Manager-wealth at TDECU
Location
Montgomery, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jay Anderson

Detail-oriented professional with extensive experience in managing financial services;…

Experience

  1. Regional Manager-wealth

    TDECU

    Mar 2022 — Present · Houston, TX, US

    Jay is a sales leader and coach responsible for ensuring the Wealth Team provides TDECU Members with an awesome experience, as they are taken through the financial planning process. In addition, Jay is the lead recruiter; committed to brining in well experienced, top talent advisors that support the TDECU branch network. Securities offered through LPL Financial, Member SIPC

Education

  • The University of Texas at San Antonio

    Master's of Science in Finance

  • Texas State University

    Bachelor of Business Administration - BBA

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Jay Anderson — Regional Manager-wealth at TDECU in Montgomery, TX, US | Unifers