Jim Maki Email & Phone Number
Senior Vice President - National Accounts @ Neuberger
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Jim Maki Location
- Boston, MA, US
Jim Maki Work
- Senior Vice President - National Accounts @ (September 2025 - Present)
- Executive Director, Global Relationship Manager @ (June 2008 - September 2025)
- Managed Account Analyst @ (June 1997 - June 2008)
- Business Development Manager @ (January 2003 - January 2005)
Jim Maki Education
- University of Massachusetts Boston
Bachelor of Arts (BA) (Business/Managerial Economics)
1998-2003
Jim Maki Skills
- CIMA
- Series 65
- Series 7
- Series 63
- Asset Management
- Mutual Funds
- Wealth Management
- Advisory Services
- Advisory
- Services
- RIA
Jim Maki Summary
- Jim Maki, based in Boston, MA, US, is currently a Senior Vice President - National Accounts at Neuberger Berman. Jim Maki brings experience from previous roles at Eaton Vance and MFS Investment Management. Jim Maki holds a 1998 - 2003 Bachelor of Arts (BA) in Business/Managerial Economics @ University of Massachusetts Boston. With a robust skill set that includes CIMA, Series 65, Series 7, Series 63, Asset Management and more. Jim Maki has 1 emails and 1 mobile phone numbers on RocketReach.
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