Zeu (Jay) Seo, CAIA

Jay Seo began their career in 2016 as a Real Estate Investment Management Intern at TwinRock Partners. Zeu (Jay) then transitioned to Wedbush Securities in 2017, where they served as a Client Service Associate until 2018. From 2018 to 2021, Jay worked at Lido Advisors, LLC as an Operations Associate. In 2021, they briefly joined Evoke Advisors as a Client Service Associate. Currently, Jay holds the position of Vice President, Head of Product Onboarding at +SUBSCRIBE®, a role they have held since January 2023.

Zeu (Jay) Seo, CAIA has a Bachelor's Degree in Economics from UC Irvine. Additionally, they have obtained certifications in Advanced Financial Modeling & Valuation from the Corporate Finance Institute® (CFI) in October 2020 and is a CAIA Charterholder from the CAIA Association. No specific information regarding the year or month of obtaining the CAIA Charterholder certification is provided.