Jim Gold Email & Phone Number
President @ Steward Partners Global Advisory
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Jim Gold Location
- Sarasota, FL, US
Jim Gold Work
- 2013 -now President @
- 2015 -2026 CEO @
- 2012 -2013 Branch Manager @
- 2011 -2012 Complex Manager @
- 2010 -2011 Branch Manager @
- 2009 -2010 Complex Manager @
- 2007 -2009 Branch Manager and Complex Manager @ Smith Barney
- 2005 -2007 Branch Manager @ Smith Barney
- 2001 -2005 Assistant Branch Manager @ Smith Barney
- 1999 -2001 National Training Officer @ Smith Barney
- 1995 -1999 Financial Advisor @ Smith Barney
Jim Gold Education
- Stonehill College 1986-1988
- Siena College 1985-1986
- Saint John's University 1984-1985
- Holy Family HIgh School 1983-1984
- Rockwell College, Ireland 1981-1983
Jim Gold Skills
- Wealth Management
- Portfolio Management
- Equities
- Financial Services
- New Business Development
- Series 7
- Branch Management
- Recruiting
- Series 63
- Coaching
- Finance
- Mutual Funds
- Financial Advisory
- Management
- Asset Allocation
- Securities
- Training
- CRM
- Series 65
- Retirement Planning
- Alternative Investments
- Investment Advisory
- ETFs
- Series 3,7,9,10
- Investments
- P&L Management
- Business Planning
- Executive Coaching
- Board of Directors
- Compliance Management
- Real Estate
- Media Planning
- Media Strategy
- FINRA
- Team Building
- Series 24
- Series 3
- Strategic Planning
- Project Management
- Financial Analysis
Jim Gold Summary
- Jim Gold, based in Sarasota, FL, US, is currently a President at Steward Partners Global Advisory. Jim Gold brings experience from previous roles at Steward Partners Global Advisory and Morgan Stanley. Jim Gold holds a 1986 - 1988 Stonehill College. With a robust skill set that includes Wealth Management, Portfolio Management, Equities, Financial Services, New Business Development and more. Jim Gold has 3 emails and 6 mobile phone numbers on RocketReach.
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