Jimmy S. Email & Phone Number
Private Wealth Manager - Trojan Wealth Management @ USC Credit Union
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Jimmy S. Location
- United States
Jimmy S. Work
- 2024 -now Private Wealth Manager - Trojan Wealth Management @
- 2018 -now Financial Advisor @ Eagle Wealth Mgmt LLC
- 2012 -2016 Director, Regional Sales Executive @
- 2009 -2012 Complex Manager @
- 2005 -2009 Regional Sales Manager @
- 1995 -2005 Senior Investment Manager @
- 1992 -1995 Training and Producing Manager @
Jimmy S. Education
- Fordham Gabelli School of Business
MBA
2000-2002 - University at Buffalo
BA
1990-1992
Jimmy S. Skills
- Strategic Planning
- Organizational Design
- Coaching
- Financial Advisory
- Problem Solving
- Mentoring
- Financial Planning
- Asset Management
- Wealth Management
- Compliance
- Asset Managment
- Operational Excellence
- Strategic Financial Planning
- Employee Training
- Investments
- Training
- Leadership
- Sales
- Credit
- Financial Analysis
- Management
- Finance
- Estate Planning
- Series 7
- Financial Services
- Team Building
- Strategy
- Loans
- Asset Allocation
- Series 63
- Alternative Investments
- Banking
- Human Resources
- 401k
- Risk Management
- Equities
- Series 24
- Mergers & Acquisitions
- Securities
- Investment Strategies
- Investment Management
- FINRA
- Mutual Funds
- Recruiting
- Retirement Planning
- Project Planning
- Uniform Combined State Law
- Analysis
- Relationship Management
- Executive Presentation Skills
- Fixed Annuities
- Portfolio Management
- Financial Modeling
- Business Development
- Sales Management
- Marketing
- Uniform Combined State
- See 35+See Less
- Strategic Financial
- Mergers and Acquisitions
- Services
Jimmy S. Summary
- Jimmy S., based in United States, is currently a Private Wealth Manager - Trojan Wealth Management at USC Credit Union. Jimmy S. brings experience from previous roles at Eagle Wealth Mgmt LLC, Merrill Lynch, Financial Firm and Wells Fargo Advisors. Jimmy S. holds a 2000 - 2002 MBA @ Fordham Gabelli School of Business. With a robust skill set that includes Strategic Planning, Organizational Design, Coaching, Financial Advisory, Problem Solving and more. Jimmy S. has 2 emails and 2 mobile phone numbers on RocketReach.
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