VP, Regional Distribution @ (March 2021 - October 2021)
Senior Internal Consultant @ (August 2019 - March 2021)
Internal Wholesaler @ (February 2017 - July 2019)
Financial Sales Consultant @ (January 2015 - January 2017)
Jim Kramer Education
Rutgers University–New Brunswick
B. A.
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 B. A. @ 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 3 emails and 2 mobile phone numbers on RocketReach.
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