Jorge Jimenez Email & Phone Number
Senior Vice President @ SunPartners SA
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Jorge Jimenez Location
- Geneva, Switzerland
Jorge Jimenez Work
- 2024 -now Senior Vice President @
- 2016 -2025 CEO @
- 2014 -2016 Head of Wealth Management @
- 2010 -2014 Vice President @
- 2008 -2010 Vice president @
- 2004 -2008 Head of Financial Advisory Services Group @
- 2001 -2004 Financial Planning Associate @
- 2000 -2001 Financial Advisor @
- 1996 -1998 Portfolio Manager @ Corredores Asociados
Jorge Jimenez Education
- FINRA Licensing Exam
Series 7 - Series 66 - Registered Investment Advisor
2000-2004 - Columbia University - School of International and Public Affairs
MlA - lnternational Finance & Business
1998-2000 - Universidad de Los Andes
Bachelor of Business Administration - BBA
1991-1996 - Colegio Anglo Colombiano 1979-1991
Jorge Jimenez Skills
- Wealth Management
- Portfolio Management
- Fixed Income
- Asset Management
- Investments
- Business Planning
- Equities
- Private Banking
- Investment Advisory
- Asset Allocation
- Hedge Funds
- Bloomberg
- Investment Banking
- Business Strategy
- High Net Worth Individuals
- Derivatives
- Financial Advisory
- Alternative Investments
- Banking
- Management
- Financial Planning
- Finance
- Wealth Management Services
- High Net Worth
- Strategy
- Microsoft Excel
- Project Management
- Sales
- Customer Service
Jorge Jimenez Summary
- Jorge Jimenez, based in Geneva, Switzerland, is currently a Senior Vice President at SunPartners SA. Jorge Jimenez brings experience from previous roles at Innova Capital S.A, Nomad Partners - Independent Wealth Manager, J.P. Morgan and Credit Suisse. Jorge Jimenez holds a 2000 - 2004 Series 7 - Series 66 - Registered Investment Advisor @ FINRA Licensing Exam. With a robust skill set that includes Wealth Management, Portfolio Management, Fixed Income, Asset Management, Investments and more. Jorge Jimenez has 1 emails and 3 mobile phone numbers on RocketReach.
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