Jim Amerman Email & Phone Number
Director, Business Development - Advanced Planning @ First Command Financial Services, Inc.
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Jim Amerman Location
- San Diego, CA, US
Jim Amerman Work
- 2023 -now Director, Business Development - Advanced Planning @
- 2022 -2026 California Society of CPAs Instructor, Speaker, Author @
- 2022 -2024 California Society of CPAs Instructor, Speaker, Author @
- 2021 -2024 Founder, Roth IRA Conversion Tax Consultant @
- 2019 -2021 Director of Financial Planning @
- 2015 -2019 Director of Wealth Solutions @
- 2013 -2015 Financial Planner @
- 2012 -2014 Sr. Tax Planner @
- 2009 -2012 Tax Computation Specialist and Revenue Agent @ Internal Revenue Service
Jim Amerman Education
- The University of Chicago Booth School of Business
MBA (Finance, Accounting, Marketing)
- Duke University
BA (Economics)
- US Navy Supply Corps School
- Valley High School - West Des Moinies, Iowa
- IRS Tax Computation and Auditing
Jim Amerman Skills
- Real Estate
- Tax
- Marketing
- Budgets
- Finance
- Logistics
- Accounting
- Strategic Planning
- Tax Efficiency Strategies
- Estate Planning
- Medicare And Social Security Planning
- Cashflow
- Retirement Planning
- Budget Projections
Jim Amerman Summary
- Jim Amerman, based in San Diego, CA, US, is currently a Director, Business Development - Advanced Planning at First Command Financial Services, Inc.. Jim Amerman brings experience from previous roles at California Society of CPAs/CalCPA Education Foundation, Precision Roth Conversion and Westmount Asset Management. Jim Amerman holds a MBA in Finance, Accounting, Marketing @ The University of Chicago Booth School of Business. With a robust skill set that includes Real Estate, Tax, Marketing, Budgets, Finance and more. Jim Amerman has 2 emails and 1 mobile phone numbers on RocketReach.
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