Jim North Email & Phone Number
Personal Financial Representative @ Allstate Financial Services, LLC
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Jim North Location
- Gilbert, AZ, US
Jim North Work
- Personal Financial Representative @ (September 2022 - Present)
- Partner @ (July 2021 - December 2021)
- Executive Director of Business Development @ (October 2018 - April 2019)
- Vice President @ Reliance Trust Company of Delaware (March 2016 - April 2018)
- Vice President @ (February 2002 - March 2016)
- Registered Representative @ Prudential Insurance & Financial Services (August 1996 - December 2001)
Jim North Education
- W. P. Carey School of Business – Arizona State University
BS (Finance)
1992-1996
Jim North Skills
- 401(k) Retirement Savings Plans
- 401k
- Advent Portfolio Management Systems
- Asset Allocation
- Business Development
- Client Services
- Concur
- Direct Sales
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Insurance
- Investment Strategies
- Investments
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Pensions
- Problem Solving
- RFI
- RFP
- Retirement
- Retirement Planning
- Sales
- Sales Presentations
- Sales Process
- SalesForce
- SalesLogix
- ShareFile
- Strategic Consulting
- Strategic Sales
- Trust Services
- Wealth Management
- WebEx
Jim North Summary
- Jim North, based in Gilbert, AZ, US, is currently a Personal Financial Representative at Allstate Financial Services, LLC. Jim North brings experience from previous roles at Ensign Partners, Independent Trust Company of America, LLC, Reliance Trust Company of Delaware and Wilmington Trust Advisor Solutions Group- Advisory Trust Company of Delaware. Jim North holds a 1992 - 1996 BS in Finance @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Advent Portfolio Management Systems, Asset Allocation, Business Development and more. Jim North has 2 emails on RocketReach.
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