Jim Shoemaker Email & Phone Number
Financial Advisor @ Financial Services Company
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Jim Shoemaker Location
- Charlotte, NC, US
Jim Shoemaker Work
- Financial Advisor @ (July 2011 - Present)
- Portfolio Manager PIA Program @ (August 2001 - July 2011)
Jim Shoemaker Education
- The Wharton School
(Management)
2000-2001 - Appalachian State University
Bachelor of Science in Business Administration (Business)
1976-1980 - Richmond Academy
Jim Shoemaker Skills
- Portfolio Management
- Financial Reporting
- Project Management
- Training
- Strategic Planning
- Investments
- Retirement Planning Strategies
- Retirement Plan Distribution
- Domestic Partner Planning
- Women's Financial Strategies
- Retirement Income Strategies
Jim Shoemaker Summary
- Jim Shoemaker, based in Charlotte, NC, US, is currently a Financial Advisor at Ameriprise Financial Services, Inc.. Jim Shoemaker brings experience from previous roles at Merrill Lynch. Jim Shoemaker holds a 2000 - 2001 The Wharton School. With a robust skill set that includes Portfolio Management, Financial Reporting, Project Management, Training, Strategic Planning and more. Jim Shoemaker has 1 emails on RocketReach.
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