Jamie Lima Email & Phone Number
Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) @ SecureSplit
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Jamie Lima Location
- United States
Jamie Lima Work
- 2024 -now Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) @
- 2023 -now Founder, Planner, and Certified Mediator @
- 2020 -2025 President, CERTIFIED FINANCIAL PLANNER ™ @ Woodson Wealth Management
- 2017 -2020 Vice President, Financial Consultant @
- 2015 -2017 Vice President, Regional Planning Consultant @
- 2011 -2015 Vice President, Financial Consultant @
- 2005 -2011 Financial Advisor @
Jamie Lima Education
- National University
MBA (Organizational Leadership)
2009-2011 - University of Phoenix
Bachelor of Science (Finance)
2004-2008
Jamie Lima Skills
- Business Analysis
- Investments
- Bonds
- Financial Services
- Wealth Management
- Stock Market
- Microsoft Excel
- Equities
- Series 7
- FINRA
- Sales
- Mutual Funds
- Planning
- Team Building
- Customer Service
- Management
- Strategic Planning
- Desktop Publishing
- Insurance
- Leadership
- Certified Financial Planner
- Human Resources
- Real Estate
- Portfolio Management
- Conflict Resolution
- Time Management
- Asset Managment
- General Securities Registered Representative
- Retirement
- Strategic Financial Planning
- Microsoft Office
- Retirement Planning
- Finance
- GAAP
- Sales Performance
- Consultative Selling
- Client Relations
- Wealth Transfer
- Employee Counseling
- Financial Planning
- Training and Development
- People Development
- Organization Skills
- Hold Series 7
- Hold Series 66
- Consultation
- Family Conversations
- Team Leadership
- Asset Allocation
- Workplace Investments
- Employee Training
- Seminar Presentations
- Hold Series 31
- Coaching
- Organizational Leadership
- Asset Location
- Written Communication
Jamie Lima Summary
- Jamie Lima, based in United States, is currently a Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) at SecureSplit. Jamie Lima brings experience from previous roles at Allegiant Divorce Solutions, Woodson Wealth Management and Fidelity Investments. Jamie Lima holds a 2009 - 2011 MBA in Organizational Leadership @ National University. With a robust skill set that includes Business Analysis, Investments, Bonds, Financial Services, Wealth Management and more. Jamie Lima has 3 emails and 2 mobile phone numbers on RocketReach.
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