Financial Advisor - SC&H Financial Advisors, Inc.
Ensuring the continued expansion and growth of the Personal Financial Planning team, Jay joined SC&H Group as a Financial Advisor in 2004. Since that time, Jay has provided the benefit of his years of knowledge and expertise to grow and expand the client base, while providing guidance and resources to his clients to build, protect, and transfer generational wealth.
Jay’s responsibilities include comprehensive personal financial planning and portfolio management for clients, as well as generating new financial planning for clients.
Previously, he was an executive in the property and casualty insurance industry with extensive experience in analyzing operations and implementing the strategies, processes, and technologies to improve business operations. Cash management, credit and collections, receivables, budgeting and cost management, and call center operations, were all areas of Jay’s expertise.
Earlier, Jay worked as Director of an insurance consulting services company responsible for $14 billion in client receivables and insurance carrier disbursements. He reorganized the company’s 150-employee service center into a client-focused organization, resulting in significant improvement in support to 60 field office locations. Jay improved cash flow by $80 million through implementation of new financial reports, changes to corporate policy, and the resolution of backlogs with insurance carriers. Additionally, Jay boosted associate productivity by 10 – 15 percent through standardization of business processes, measurements and reporting, new training programs, and new quality assurance programs.
Jay also enjoyed great success as the Assistant VP of Receivables Management Inc. (formerly Dun & Bradstreet outsourcing division), where he was a member of the leadership team that supported business growth by exceeding 30 percent annually. He was selected to be the process leader for a company wide, cross-functional team charged with analyzing orders-to-cash systems/work flows. Solutions that were implemented generated savings of $3 million annually.
Jay received his Master of Business Administration in Finance from the University of Baltimore and his Bachelor of Arts in Business Administration from Lycoming College.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.