Jim Kramer Email & Phone Number
VP, Senior Relationship Manager - Southeast @ iCapital
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Jim Kramer Location
- Florida, United States
Jim Kramer Work
- 2024 -now VP, Senior Relationship Manager - Southeast @
- 2021 -2024 AVP, Relationship Manager - Southeast @
- 2021 -2021 VP, Regional Distribution @
- 2019 -2021 Senior Internal Consultant @
- 2017 -2019 Internal Wholesaler @
- 2015 -2017 Financial Sales Consultant @
Jim Kramer Education
- Rutgers University–New Brunswick
Bachelor's degree
2010-2014
Jim Kramer Skills
- Sales
- Mutual Funds
- Fixed Income
- ETFs
- Qualified Retirement Plans
- 401k Rollovers
- Sales Process
- Cold Calling
- Teamwork
- Client Relations
- Series 7
- Series 66
- Leadership
- Customer Experience
- Marketing
- Social Networking
- Training
- Employee Training
- Customer Service
- Onboarding
- Project Management
Jim Kramer Summary
- Jim Kramer, based in Florida, United States, is currently a VP, Senior Relationship Manager - Southeast at iCapital. Jim Kramer brings experience from previous roles at iCapital, Axio Financial LLC, Advisors Asset Management, Inc. and PGIM Investments. Jim Kramer holds a 2010 - 2014 Bachelor's degree @ Rutgers University–New Brunswick. With a robust skill set that includes Sales, Mutual Funds, Fixed Income, ETFs, Qualified Retirement Plans and more. Jim Kramer has 4 emails and 2 mobile phone numbers on RocketReach.
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