Jamie Lima Email & Phone Number
Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) @ SecureSplit
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jamie Lima Location
- United States
Jamie Lima Work
- Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) @ (November 2024 - Present)
- Founder, Planner, and Certified Mediator @ (April 2023 - Present)
- President, CERTIFIED FINANCIAL PLANNER ™ @ Woodson Wealth Management (April 2020 - July 2025)
- Vice President, Financial Consultant @ (April 2017 - February 2020)
- Vice President, Regional Planning Consultant @ (November 2015 - April 2017)
- Vice President, Financial Consultant @ (July 2011 - November 2015)
- Financial Advisor @ (April 2005 - July 2011)
Jamie Lima Education
- National University
MBA (Organizational Leadership)
2009-2011 - University of Phoenix
Bachelor of Science (Finance)
2004-2008
Jamie Lima Skills
- Account Management
- Asset Location
- Asset Management
- Business Development
- Business Relationship Management
- Business Strategy
- Certified Financial Planner
- Client Relations
- Coaching
- Communication
- Consultation
- Consultative Selling
- Customer Engagement
- Customer Loyalty
- Direct Sales
- Employee Counseling
- Employee Training
- Family Conversations
- FinTech
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Go-to-Market Strategy
- Hold Series 31
- Hold Series 66
- Hold Series 7
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Mentoring
- Organization Skills
- Organizational Leadership
- People Development
- Personal Financial Planning
- Presentation Skills
- Presentations
- Product Development
- Retirement Planning
- Sales Management
- Sales Performance
- Seminar Presentations
- Software as a Service (SaaS)
- Team Leadership
- Training
- Training & Development
- User Experience (UX)
- User Interface Design
- Wealth Management
- Wealth Transfer
- Workplace Investments
- Written Communication
- Business Analysis
- Bonds
- Stock Market
- Microsoft Excel
- Equities
- Series 7
- FINRA
- Sales
- Mutual Funds
- Planning
- Team Building
- Customer Service
- Strategic Planning
- Desktop Publishing
- Insurance
- Human Resources
- Real Estate
- Portfolio Management
- Conflict Resolution
- Time Management
- Asset Managment
- General Securities Registered Representative
- Retirement
- Strategic Financial Planning
- Microsoft Office
- GAAP
- Training and Development
- Asset Allocation
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 Account Management, Asset Location, Asset Management, Business Development, Business Relationship Management and more. Jamie Lima has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jamie Lima?
Find contact details for 700 million professionals.
Others Named Jamie Lima
James Lima
President
New York, NY, US
James Lima
Chief Executive Officer
Warsaw, PL
James Lima
Chief Sales Officer (CSO)
State of São Paulo, Brazil
Jamie Lima
Managing Partner
Franklin, TN, US
Jamie Lima
Pre Kindergarten Teacher
Orlando, FL, US
Jamie Lima-Sabatini
Senior Account Executive
Washington, DC, US
Jamie Lima
Founder
Los Angeles, California, United States
Jamie Lima
Product Configuration Analyst
New Bedford, MA, US
Top SecureSplit Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co