Jim Purdy Email & Phone Number
Chief Executive Officer
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Jim Purdy Location
- Holly Springs, NC, US
Jim Purdy Work
- 2021 -now Chief Executive Officer @ Rubicon Strategies
- 2018 -2021 Director of Agent Origination @ Magna Life
- 2012 -2018 National Accounts @
- 2006 -2012 National Sales Manager @
- 2004 -2006 Broker Relations Manager @
Jim Purdy Education
- United States Marine Corps 1993-1997
Jim Purdy Skills
- Insurance
- Fixed Annuities
- Investments
- Account Management
- Life Insurance
- New Business Development
- Retirement Planning
- Negotiation
- Marketing
- Lead Generation
- Salesforce.com
- Customer Service
- Term Life Insurance
- Alternative Investments
- Contract Negotiation
- Marketing Strategy
- Social Media Marketing
- Underwriting
- Finance
- Strategic Financial Planning
- Disability Insurance
- Retirement
- Long-term Care
- Sales Management
- Management
- Sales
- Brokers
- Estate Planning
- Financial Services
- Small Business
- Strategic Planning
- Leadership
- Cold Calling
- Financial Planning
Jim Purdy Summary
- Jim Purdy, based in Holly Springs, NC, US, is currently a Chief Executive Officer at Rubicon Strategies. Jim Purdy brings experience from previous roles at Magna Life, Edison Risk LLC, Imperial Finance & Trading and Peachtree Settlement Funding. Jim Purdy holds a 1993 - 1997 United States Marine Corps. With a robust skill set that includes Insurance, Fixed Annuities, Investments, Account Management, Life Insurance and more. Jim Purdy has 3 emails and 2 mobile phone numbers on RocketReach.
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