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
- 2017 -now Managing Principal and CIO @
- 2013 -2017 Managing Director @
- 2012 -2013 Wealth Manager @ Cambridge Wealth Counsel
- 2006 -2012 Regional Director @
- 2004 -2006 Wealth Management @
- 1999 -2004 Investment Consultant @
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
- Alternative Investments
- Estate Planning
- Practice Management
- Public Speaking
- Fixed Income
- Retirement Planning
- Financial Planning
- Start Ups
- Portfolio Management
- Fixed Income Trading
- Derivatives
- Cfp
- Finance
- 401k
- Solutions
- Investment Advisory
- Wealth Management
- New Business Development
- Asset Management
- Separately Managed Accounts
- Financial Analysis
- CFA
- Project Management
- Quantitative Research
- ETFs
- Equity Trading
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 Alternative Investments, Estate Planning, Practice Management, Public Speaking, Fixed Income and more. Marc Jimenez has 2 emails and 2 mobile phone numbers on RocketReach.
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