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.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different James Rubin?
Find contact details for 700 million professionals.
Others Named James Rubin
James Rubin
Chief Investment Officer
New York, NY, US
James Rubin
Head of Commodity Equities — BTG Pactual Asset Mgmt US
West Palm Beach, FL, US
James Rubin
Owner
Santa Barbara, CA, US
James Rubin
Editor
Los Angeles, CA, US
James Rubin
EVP and Managing Executive
Garden City, NY, US
James Rubin
Founder and Managing Partner
Miami, FL, US
Top Fish Window Cleaning Employees
Mike Merrick
CEO
Ballwin, MO, US
Mark Phillips
President
Denver, CO, US
Vinnie Byrnes
President
Lansing, MI, US
Debbie Kelly
Owner and president
South Charleston, WV, US
William Falkner
President
Venice, FL, US
Christopher Straka
President and Owner
Pleasant Prairie, WI, US
Patrick Wise
President
Denver, CO, US
Richard Jordan
President and Owner
Marietta, GA, US
Jim Spude
President
Beloit, WI, US
Chris Boals
President and CEO
Port Orange, FL, US
Bridget Lang
Owner and President
West Bloomfield Township, MI, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co