SVP, Director - Corporate Services Group @ Oppenheimer & Co., Inc. (February 1994 - October 2008)
Director - Investments @ CIBC Oppenheimer (April 1997 - January 2003)
Financial Advisor @ (April 1992 - February 1994)
Jim Scheinberg Education
University of Pittsburgh Joseph M. Katz Graduate School of Business
AIFA® (Fuduciary Studies)
2005-2006
University of Pennsylvania - The Wharton School
CIMA (Institutional Investment Consulting)
2000-2001
UCLA
Political Science
1987-1991
Jim Scheinberg Skills
401k
Asset Allocation
Asset Management
Benchmarking
Compliance
Corporate Governance
DOL
Due Diligence
Employee Benefits
Endowments
Expert Witness
Finance
Financial Advisory
Financial Analysis
Financial Planning
Foundations
Investments
Leadership
Management
Mergers & Acquisitions
Mutual Funds
Pension Funds
Retirement Planning
Securities
Strategic Financial Planning
Strategic Planning
Strategy
advisor search
Mergers and Acquisitions
Jim Scheinberg Summary
Jim Scheinberg, based in California, United States, is currently a Managing Partner at North Pier Search Consulting. Jim Scheinberg brings experience from previous roles at North Pier Fiduciary Management, University of California, Los Angeles, RBMA and Oppenheimer & Co., Inc.. Jim Scheinberg holds a 2005 - 2006 AIFA® in Fuduciary Studies @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Benchmarking, Compliance and more. Jim Scheinberg has 1 emails and 1 mobile phone numbers on RocketReach.
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