Jim Sumpter's Location
Florida, United States
Jim Sumpter's Work
- Financial Advisor @ Merrill Lynch
- Real Estate Consultant @ Scenic Sotheby's International Realty
- Global Strategy and Business Development Officer @ SKAGEN Funds Nederland
- Senior Vice President, Senior Consultant, Wealth Management @ Morgan Stanley
- Senior Vice President, Financial Consultant, UBS Private Wealth @ UBS Financial Services Inc.
- First Vice President - Investments, Senior Consultant @ SALOMON SMITH BARNEY
- Financial Consultant @ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- U.S. Army Officer @ US Army
Jim Sumpter's Education
- Tulane University
Bachelor's Degree
1985 - 1989
Jim Sumpter's Skills
- Project Management
- Management
- Asset Managment
- Business Development
- Investments
- Wealth Management
- Leadership
- Asset Management
- Finance
- Product Management
Jim Sumpter's Summary
Jim Sumpter, based in Florida, United States, is currently a Financial Advisor at Merrill Lynch, bringing experience from previous roles at Scenic Sotheby's International Realty, SKAGEN Funds, Morgan Stanley & Co. and UBS Financial Services Inc.. Jim Sumpter holds a 1985 - 1989 Bachelor's Degree @ Tulane University. With a robust skill set that includes Project Management, Management, Asset Managment, Business Development, Investments and more, Jim Sumpter contributes valuable insights to the industry. Jim Sumpter has 1 mobile phone number on RocketReach.
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