James Rubin Email & Phone Number
Owner @ Fish Window Cleaning
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James Rubin Location
- Santa Barbara, CA, US
James Rubin Work
- Owner @ (July 2017 - Present)
- Retirement Plan Educator @ (May 2020 - October 2022)
- Regional Vice President @ (May 2014 - December 2016)
- Vice President and Managing Director @ (January 2012 - September 2013)
- Private Wealth Manager @ (June 2002 - December 2010)
- Regional Vice-President @ (December 1995 - May 2002)
James Rubin Education
- University of Colorado Boulder
BS Business Administration (Logistics)
- University of Colorado Boulder
BA Environmental Design (Architecture, Planning, Alternative Energy)
- University of Colorado Boulder
James Rubin Skills
- Business Strategy
- Microsoft Office
- Business Development
- Marketing
- Marketing Strategy
- Strategy
- Sales Management
- New Business Development
- Small Business
- Sales
- Commercial Lending
- Derivatives
- Alternative Investments
- Financial Advisory
- Fixed Annuities
- Fixed Income
- Insurance
- Fiduciary Services
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Investments
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Wealth Management
- Equities
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Separately Managed Accounts
- Private Equity
- Retirement
- Series 7
- Securities
- Investment Management
James Rubin Summary
- James Rubin, based in Santa Barbara, CA, US, is currently a Owner at Fish Window Cleaning. James Rubin brings experience from previous roles at Monarch Plan Advisors, Dreyfus, FMB Retirement Services and Wells Fargo Advisors, Pensionmark, Fisher Investments. James Rubin holds a BS Business Administration in Logistics @ University of Colorado Boulder. With a robust skill set that includes Business Strategy, Microsoft Office, Business Development, Marketing, Marketing Strategy and more. James Rubin has 2 emails and 2 mobile phone numbers on RocketReach.
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