Jay Newberry
About Jay Newberry
Jay Newberry is a Business Development Manager at AdvisorEngine, specializing in consultative conversations and technology demonstrations for wealth management solutions. He has a background in economics and computer science, with previous roles at firms such as TD Ameritrade and ClientWise LLC.
Current Role at AdvisorEngine
Jay Newberry serves as the Business Development Manager at AdvisorEngine, a position he has held since 2022. In this role, he specializes in consultative conversations and technology demonstrations aimed at driving business growth. He engages in proactive outreach to develop new business opportunities, leveraging his expertise in CRM and platform technology demonstrations tailored for wealth management solutions.
Previous Experience in Financial Services
Prior to his current role, Jay Newberry accumulated extensive experience in the financial services sector. He worked at TD Ameritrade Institutional as an Advisor Consultant from 2016 to 2021, where he spent five years in the Dallas/Fort Worth Area. Additionally, he served as a Senior Sales Specialist at TD Ameritrade from 2011 to 2016. He briefly worked as a Financial Advisor at Martin Financial Group in 2010 and held the position of Relationship Manager for the Northeast Region at ClientWise LLC in 2021.
Educational Background
Jay Newberry studied at The University of Texas at Arlington, where he earned a Bachelor of Science in Economics from 2002 to 2005. He also attended Southwestern University, studying Computer Science and achieving a Bachelor of Science in Economics from 1999 to 2001. His foundational education includes attending Maypearl High School from 1996 to 1999.
Internship Experience
In 2000, Jay Newberry gained early professional experience as an intern at the Institute for Advanced Technology in Austin, Texas. This two-month internship provided him with exposure to the technology sector and contributed to his understanding of the industry.