Marc Jimenez Email & Phone Number
Managing Principal and CIO @ CAM Investor Solutions
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Marc Jimenez Location
- Austin, TX, US
Marc Jimenez Work
- Managing Principal and CIO @ (January 2017 - Present)
- Managing Director @ (January 2013 - January 2017)
- Wealth Manager @ Cambridge Wealth Counsel (January 2012 - January 2013)
- Regional Director @ (January 2006 - January 2012)
- Wealth Management @ (January 2004 - January 2006)
- Investment Consultant @ (January 1999 - January 2004)
Marc Jimenez Education
- UCLA Anderson School of Management
Executive Education Program (Behavioral Sciences)
2019-2019 - Arizona State University
Bachelors of Science (Finance)
1993-1998
Marc Jimenez Skills
- 401k
- Alternative Investments
- Asset Management
- CFA
- CFP
- Derivatives
- ETFs
- Equity Trading
- Estate Planning
- Financial Planning
- Fixed Income
- Fixed Income Trading
- Investment Advisory
- New Business Development
- Portfolio Management
- Practice Management
- Public Speaking
- Quantitative Research
- Retirement Planning
- Separately Managed Accounts
- Start-ups
- Wealth Management
- Start Ups
- Finance
- Solutions
- Financial Analysis
- Project Management
Marc Jimenez Summary
- Marc Jimenez, based in Austin, TX, US, is currently a Managing Principal and CIO at CAM Investor Solutions. Marc Jimenez brings experience from previous roles at McLean Asset Management Corporation, Cambridge Wealth Counsel, Dimensional Fund Advisors and TIAA-CREF. Marc Jimenez holds a 2019 - 2019 Executive Education Program in Behavioral Sciences @ UCLA Anderson School of Management. With a robust skill set that includes 401k, Alternative Investments, Asset Management, CFA, CFP and more. Marc Jimenez has 2 emails and 2 mobile phone numbers on RocketReach.
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