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Jay Beaulieu

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Jay Beaulieu

Managing Director - Investments, Senior Financial Advisor | Wells Fargo Advisors

Upper Providence Township, Pennsylvania, United States

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Jay Beaulieu

Summary

Jay Beaulieu is a seasoned financial professional with over two decades of experience in wealth management and investment advisory. He graduated from Yale University with a BA in Psychology and later earned an MBA in Finance from the Wharton School. After beginning his career at Donaldson, Lufkin & Jenrette, he transitioned to Credit Suisse, where he held a director position until 2016. Currently, as Managing Director at Wells Fargo Advisors, he leads a successful team managing over $3.5 billion in assets for high net worth clients. Jay is passionate about holistic wealth management and is dedicated to providing exceptional service to his clients. Outside of his professional life, he enjoys fishing and spending quality time with his family in Pennsylvania. His diverse background and leadership skills make him a valuable asset in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jay Beaulieu

Work Experience

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Managing Director - Investments, Senior Financial Advisor at

Wells Fargo Advisors

March 2016 - Present

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Director at

Credit Suisse

June 2010 - March 2016

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Director at

Credit Suisse

November 2000 - June 2010

💼

Associate at

Donaldson Lufkin And Jenrette

August 1998 - November 2000

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Jay Beaulieu

Education

Wharton School, Mba

January 1996 - January 1998

Yale University, Bachelor's

January 1989 - January 1993

Nova High School

January 1985 - January 1989

Frequently Asked Questions about Jay Beaulieu

What is Jay Beaulieu email address?

Jay Beaulieu's primary email address is ************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jay Beaulieu work for?

Jay Beaulieu is a Managing Director - Investments, Senior Financial Advisor at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Jay Beaulieu graduated from?

Jay Beaulieu holds a degree in Finance from Wharton School.

How can I directly contact Jay Beaulieu?

To contact Jay Beaulieu directly, you can use the email address ************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Jay Beaulieu?

Jay Beaulieu is a seasoned financial professional with over two decades of experience in wealth management and investment advisory. He graduated from Yale University with a BA in Psychology and later earned an MBA in Finance from the Wharton School. After beginning his career at Donaldson, Lufkin & Jenrette, he transitioned to Credit Suisse, where he held a director position until 2016. Currently, as Managing Director at Wells Fargo Advisors, he leads a successful team managing over $3.5 billion in assets for high net worth clients. Jay is passionate about holistic wealth management and is dedicated to providing exceptional service to his clients. Outside of his professional life, he enjoys fishing and spending quality time with his family in Pennsylvania. His diverse background and leadership skills make him a valuable asset in the financial sector.

Jay`s contact details

mail

************@wellsfargoadvisors.com

************@credit-suisse.com

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