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Jay Therrien

Director of Business Consulting

Jay Therrien

Tenure

  • 17 YRS

    Industry

  • 5 YRS

    Oppenheimer

  • B.S. from University of Massachusetts at Amherst

Jay Therrien is a financial services industry veteran with more than 15 years of consulting experience with top-tier Financial Advisors and teams. His expertise spans practice development, team leadership, communication, and collaboration. Jay leads a team of consultants who provide exclusive coaching to both Advisory Teams and OppenheimerFunds' Consultants in addition to representing the CEO Advisor Institute on the national speaking circuit.

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  • B.S. from University of Massachusetts at Amherst

Insights

Professional Practice

Minding the Fiduciary Rule Gap

Director of Business Consulting

Our Client Engagement Toolkit helps advisors meet DOL Fiduciary Rule requirements.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

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