Jesse Moreno
Head of Strategic Sales -- Cantor Fitzgerald
- Role
- Head of Strategic Sales at Cantor Fitzgerald
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jesse Moreno
Energetic and seasoned financial expert with nearly 14 years working with investment strategies and products for clients. Skilled at analyzing complex data and translating to strategies and recommendations for financial advisors. Passionate about building quality relationships with financial advisors and investment analysts as a partner who can help them succeed with their clients’ investment needs. Proficient at developing and coaching on product positioning messaging. Exceptionally talented at analyzing and recommending various financial products for specific strategic investment scenarios- Chartered Financial Analyst- CERTIFIED FINANCIAL PLANNER™- Holds FINRA Series 7 & 66 registrations
Experience
Head of Strategic Sales
Dec 2024 — Present
National Sales Desk Manager overseeing the hiring, development, and success of the internal sales team- Utilizes internal and external market data to drive data-informed decision-making across sales strategy, business development opportunities, and executive-level strategic initiatives
Education
DePaul University
Certificate, Financial Planning
Carleton College
Bachelor's Degree, Economics
2002 — 2006
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