We found the following information about Jay Alpert at Rockfleet Financial Services, Inc., where this professional has worked as a Managing Director and Sales Manager since 2018. Jay's total work experience is over 14 years, during which time the professional had at least five jobs at different companies to develop skills. Jay studied at the City University of New York - Brooklyn College from 1965 to 1967. This expert received the following certifications: Finra Qualifications, Series 7, 9, 10, and 63 Licenses. Graduate of Dimensional Management Training, Finra Qualifications,Series 7,9 10,63. Completion of Dimensional Management Training Courses. (Link), and Finra Qualifications, Series 7, 9, 10, and 63 Licenses. Completion of Dimensional Management Training Courses.. Jay currently lives in North Hills, New York. You can contact with Jay by looking for phone number or email or get further information by requesting access to Jay Alpert's additional details from SoftwareOfficial.
Name variants:
Jacob Alpert,
Jason Alpert,
Jasper Alpert
Last updated May 23, 2024
Contact Information
Last Update
Jun 28, 2022
Email
ja**@rockfleetfinancial.com
Location
North Hills, NY
Workplace
Managing Director and Sales Manager
New York, NY
Industry
Financial Services
Colleagues
Work History
Managing Director and Sales Manager
420 Lexington Ave, New York, NY 10016
from Jun 2018
Principal and Head of Municipal Underwriting and Trading
650 5Th Ave, New York, NY 10019
Managed, directed, and supervised all municipal securities transactions. Oversaw all negotiated and competitive new issue deals as well as secondary market trading commitments. Presented to...
Mar 2015 — Jul 2016
Senior Managing Director and National Sales Manager
Producing National Sales Manager of fixed income securities.
Spearheaded distribution of all the firms’ primary and secondary tax exempt and taxable products.
Contributed to utilizing inn...
Sep 2013 — Jun 2014
Senior Vice President and National Sales Manager
Opened the New York office for the Birmingham, Alabama based broker-dealer.
Recruited personnel and established the taxable and tax-exempt platforms.
Engaged public finance bankers to cre...
Feb 2001 — May 2006
Education
1965 — 1967
1966 — 1967
1964 — 1966
Occupations
Executive
Chief Executive Officer
Sales Manager
Sales Director
Accountant
Finance and Accounting Specialist
Professor
School Principal
Manager
Co-Manager
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Operations Manager
Skills
Capital Markets
Asset Management
Investment Banking
Investments
Financial Services
Banking
Valuation
Finance
Due Diligence
Sales Management
Risk Management
Financial Analysis
Portfolio Management
Equities
Financial Modeling
Corporate Finance
Proprietary Trading
Public Finance
Underwriting
Mergers and Acquisitions
Credit
Fixed Income
Trading
Securities
Bonds
Bloomberg
Dimensional Management
FAQs about Jay Alpert
What's the profession of Jay Alpert?
This professional's job is Managing Director and Sales Manager
What are the main profession of The expert?
These person's professions are Executive and Chief Executive Officer
Where is Jay Alpert currently located?
Jay Alpert is located in North Hills, New York.
What is Jay Alpert's email?
The expert's email is ja**@rockfleetfinancial.com.
Where did Jay Alpert work?
The expert worked at Rockfleet Financial Services, Inc., Williams Capital Group.
Where has Jay Alpert studied?
Jay studied at the City University of New York - Brooklyn College from 1965 to 1967.
What are the certifications of Jay Alpert?
This expert received the following certifications: Finra Qualifications, Series 7, 9, 10, and 63 Licenses. Graduate of Dimensional Management Training.
What is professional industry that Jay Alpert is connected to?
Jay Alpert works in Financial Services industry.