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Jamie McGill Location
New York, NY, US
Jamie McGill Work
2021 -now Financial Advisor @
2016 -2021 VP - Financial Consultant @
2010 -2016 Retirement Counselor @
2008 -2010 Relationship Manager @
2005 -2008 Branch Manager @
Jamie McGill Education
NYU School of Professional Studies
CFP (Financial Planning and Services)
2014-2015
Penn State University
Bachelor of Science (B.S.) (Business Administration and Management, General)
1997-2001
Jamie McGill Skills
Wealth Management
Executive Compensation Planning
Banking and Credit Management
Program Management
Investment Advisory
Life and Health Insurance Licenses
401k
Pensions
Series 63
Financial Modeling
Retirement
Retirement Planning
Sales
IRAs
Financial Management Services
Leadership
Securities
Microsoft Office
Team Building
Series 6
Financial Services
Mutual Funds
Finance
Research
Jamie McGill Summary
Jamie McGill, based in New York, NY, US, is currently a Financial Advisor at Christopher Street Financial. Jamie McGill brings experience from previous roles at Charles Schwab, Prudential Financial and M&T Bank. Jamie McGill holds a 2014 - 2015 CFP in Financial Planning and Services @ NYU School of Professional Studies. With a robust skill set that includes Wealth Management, Executive Compensation Planning, Banking and Credit Management, Program Management, Investment Advisory and more. Jamie McGill has 2 emails and 2 mobile phone numbers on RocketReach.
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