Jim Axelson's Location
Laguna Niguel, California, United States
Jim Axelson's Work
- Senior Vice President @ UBS
- Senior Vice President - Wealth Management, Usa @ UBS
- Financial Advisor @ Merrill Lynch
- Senior Accountant - CPA @ KPMG US
Jim Axelson's Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (BASc) ( Accounting)
1984 - 1987
Jim Axelson's Skills
- Marketing
- Microsoft Office
- Project Management
- Wealth Management
- Retirement Planning
- Investments
- Life Insurance
Jim Axelson's Summary
Jim Axelson, based in Laguna Niguel, California, United States, is currently a Senior Vice President at Ubs, bringing experience from previous roles at Ubs, Merrill Lynch and KPMG Us. Jim Axelson holds a 1984 - 1987 Bachelor of Applied Science (BASc) in Accounting @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Marketing, Microsoft Office, Project Management, Wealth Management, Retirement Planning and more, Jim Axelson contributes valuable insights to the industry. Jim Axelson has 2 emails and 1 mobile phone number on RocketReach.
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