Jesse Moreno

Jesse Moreno, CFA, CFP®, currently serves as the Head of Strategic Sales at Cantor Fitzgerald since December 2021, overseeing the internal sales team's hiring, development, and success while utilizing market data for strategic decision-making. Prior to this role, Jesse held positions as Regional Sales Director and Internal Wholesaler, contributing to sales efforts across various states. Jesse's experience includes five years as a Senior Internal Wholesaler at BNY Mellon, where significant partnerships with financial advisors were established, and a successful tenure as Portfolio Manager at LCJ Associates. Earlier career roles included investment analysis and relationship management at Lincoln Financial Advisors and serving as Political Director for a congressional campaign. Jesse earned a Bachelor's Degree in Economics from Carleton College and a Certificate in Financial Planning from DePaul University.