James Rubin Email & Phone Number
Owner @ Fish Window Cleaning
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James Rubin Location
- Santa Barbara, CA, US
James Rubin Work
- 2017 -now Owner @
- 2020 -2022 Retirement Plan Educator @
- 2014 -2016 Regional Vice President @
- 2012 -2013 Vice President and Managing Director @
- 2002 -2010 Private Wealth Manager @
- 1995 -2002 Regional Vice-President @
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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