Jamie Caudill Email & Phone Number
Portfolio Manager @ TIAA
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Jamie Caudill Location
- Cincinnati, OH, US
Jamie Caudill Work
- Portfolio Manager @ (April 2022 - Present)
- Senior Wealth Advisor @ (April 2021 - April 2022)
- VP, Senior Portfolio Manager @ (July 2018 - April 2021)
- Vice President, Wealth Advisor @ (April 2013 - July 2018)
- Financial Advisor and General Manager @ Retirement Corporation of America (July 2009 - April 2013)
- Vice President, Senior Account Executive @ (May 2005 - February 2009)
- Regional Consultant @ (October 1999 - April 2005)
Jamie Caudill Education
- Xavier University - Williams College of Business
MBA (Entrepreneurship)
1996-1998 - University of Kentucky
BBA (Finance)
1989-1994 - Beechwood High School 1986-1989
Jamie Caudill Skills
- Investments
- Wealth Management
- Investment Advisory
- Mutual Funds
- Series 7
- Retirement Planning
- Asset Allocation
- Series 63
- 401k
- Securities
- Strategic Financial Planning
- Pensions
- Retirement
- Asset Managment
- Series 65
- FINRA
- Series 6
- Defined Benefit
Jamie Caudill Summary
- Jamie Caudill, based in Cincinnati, OH, US, is currently a Portfolio Manager at TIAA. Jamie Caudill brings experience from previous roles at MAI Capital Management, LLC, Huntington National Bank, First Financial Bank and Retirement Corporation of America. Jamie Caudill holds a 1996 - 1998 MBA in Entrepreneurship @ Xavier University - Williams College of Business. With a robust skill set that includes Investments, Wealth Management, Investment Advisory, Mutual Funds, Series 7 and more. Jamie Caudill has 2 emails and 2 mobile phone numbers on RocketReach.
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