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
- Private Wealth Manager - Trojan Wealth Management @ (January 2024 - Present)
- President @ Eagle Wealth Mgmt LLC (March 2018 - Present)
- Financial Advisor @ Eagle Wealth Mgmt LLC (March 2018 - Present)
- Director, Regional Sales Executive @ (February 2012 - November 2016)
- Complex Manager @ (September 2009 - February 2012)
- Regional Sales Manager @ (January 2005 - July 2009)
- Senior Investment Manager @ (May 1995 - March 2005)
- Training and Producing Manager @ (July 1992 - February 1995)
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 and Financial Firm. 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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