Jamie McGill Email & Phone Number
Financial Advisor @ Christopher Street Financial
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Jamie McGill Location
- New York, NY, US
Jamie McGill Work
- Financial Advisor @ (January 2021 - Present)
- VP - Financial Consultant @ (May 2016 - January 2021)
- Retirement Counselor @ (September 2010 - May 2016)
- Relationship Manager @ (April 2008 - September 2010)
- Branch Manager @ (September 2005 - April 2008)
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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