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Jay Rao

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Jay Rao

Technical Support Specialist | Addepar

Cincinnati Metropolitan Area United States, United States

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Jay Rao

Summary

Jay Rao is a seasoned sales executive with extensive experience in the financial technology sector, currently serving as Vice President and Regional Sales Director at Envestnet | Tamarac. With a strong background in managing client relationships and driving business development, Jay has successfully worked with Registered Investment Advisors (RIAs) and asset management firms, helping them transition to advanced technological solutions. His expertise spans across sales management, customer relationship management, and technical support, making him a valuable asset in enhancing client engagement and operational efficiency. Jay holds a Bachelor of Science in Environmental Science and Computer Science from West Virginia University, along with multiple certifications including MCSE and CCNA. His journey reflects a commitment to continuous improvement and excellence in customer service. He is known for his strategic thinking and ability to foster long-term relationships with clients. Outside of work, he is passionate about leveraging technology to solve complex business challenges.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jay Rao

Work Experience

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Senior Account Executive at

Addepar

December 2024 - Present

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Jay Rao

Education

West Virginia University

January 1992 - January 1997

West Virginia University, Bachelor of Science, Environmental Science, Computer Science

January 1992 - January 1997

Frequently Asked Questions about Jay Rao

What is Jay Rao email address?

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

What company does Jay Rao work for?

Jay Rao is a Technical Support Specialist at Addepar.

Where Jay Rao graduated from?

Jay Rao holds a degree in Certifications of MCSE, CCNA, Series 7 and Series 63 from West Virginia University.

How can I directly contact Jay Rao?

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

Who is Jay Rao?

Jay Rao is a seasoned sales executive with extensive experience in the financial technology sector, currently serving as Vice President and Regional Sales Director at Envestnet | Tamarac. With a strong background in managing client relationships and driving business development, Jay has successfully worked with Registered Investment Advisors (RIAs) and asset management firms, helping them transition to advanced technological solutions. His expertise spans across sales management, customer relationship management, and technical support, making him a valuable asset in enhancing client engagement and operational efficiency. Jay holds a Bachelor of Science in Environmental Science and Computer Science from West Virginia University, along with multiple certifications including MCSE and CCNA. His journey reflects a commitment to continuous improvement and excellence in customer service. He is known for his strategic thinking and ability to foster long-term relationships with clients. Outside of work, he is passionate about leveraging technology to solve complex business challenges.

Jay`s contact details

mail

*******@envestnet.com

*******@addepar.com

Colleagues

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Harendra Singh

System Engineer

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Janeen A France

Account Manager

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Hunter Flynn

Financial Services Representative

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Peter O'brien

Business Development and Sales

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Harry Bains

GE Financial Management Program

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Eric Daniels

Senior Auditor

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Katie Mentus

Designer

Dan Miller

Investment Operations Associate

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Meagan Ward

Communications Associate

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