Jay Fortuna in

Jay Fortuna

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Managing Director-National Accounts, Senior Vice President at Capital Wealth Planning, LLC
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
33 Years
Current Role
Managing Director-National Accounts, Senior Vice President
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jay cares about

Strategic Priorities
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Career

Work history

1-2024
Managing Director-National Accounts, Senior Vice President
Capital Wealth Planning, LLC
5-2019 - 9-2023
Senior Strategic Account Manager
Invesco US
1-2016 - 5-2019
SVP, Director of National B/D Strategic Accounts
OppenheimerFunds
1-2012 - 1-2016
VP, Director of Wirehouse Strategic Accounts
OppenheimerFunds
1-2002 - 1-2012
Vice President, Senior Relationship Manager
OppenheimerFunds
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1988
Bachelor's degree
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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