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Jay Beaulieu
Jay Beaulieu
Managing Director - Investments, Senior Financial Advisor | Wells Fargo Advisors
Upper Providence Township, Pennsylvania, United States
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.
Jay Beaulieu
Work Experience
Managing Director - Investments, Senior Financial Advisor at
Wells Fargo Advisors
March 2016 - Present
Director at
Credit Suisse
June 2010 - March 2016
Director at
Credit Suisse
November 2000 - June 2010
Associate at
Donaldson Lufkin And Jenrette
August 1998 - November 2000
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
************@wellsfargoadvisors.com
************@credit-suisse.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG