Carla Jimenez's Location
Charleston, SC, US
Carla Jimenez's Work
- Regional Life Consultant @ Nationwide Financial
- Regional Vice President @ Nationwide Financial
- Advisory Board Member @ American College of the Building Arts
- Vice President -- Sr. Investment Associate @ Merrill Lynch
- Vice President @ New York Fitness
- Vice President @ Sterne Agee Leach
- Regional VP @ OppenheimerFunds
Carla Jimenez's Education
- Indiana University of Pennsylvania
Bachelor of Science (B.S.) (Finance and Financial Management Services)
- Gateway High School
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
Carla Jimenez's Skills
- Retirement Planning
- Retirement
- Investments
- Variable Annuities
- Mortgage Lending
- Finance
- Financial Risk Management
- 401k Rollovers
- Series 63
- Financial Services
Carla Jimenez's Summary
Carla Jimenez, based in Charleston, SC, US, is currently a Regional Life Consultant at Nationwide Financial, bringing experience from previous roles at Nationwide Financial, American College of the Building Arts, Merrill Lynch and UBS. Carla Jimenez holds a Bachelor of Science (B.S.) in Finance and Financial Management Services @ Indiana University of Pennsylvania. With a robust skill set that includes Retirement Planning, Retirement, Investments, Variable Annuities, Mortgage Lending and more, Carla Jimenez contributes valuable insights to the industry.
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