Jim Bullock
Senior Vice President, National Director of RIA & FO Sales at Carter Funds — Digital Infrastructure, Data Centers
- Role
- Senior Vice President, National Director of Ria & Fo Sales at Carter Funds
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, National Director of Ria & Fo Sales
Aug 2021 — Present · Denver, CO, US
Education
Brigham Young University Marriott School of Business
Financial Services
Skills
- Investments
- Financial Advisory
- Certified Fund Specialist (Cfs)
- Financial Services
- Series 63
- Wholesaling
- Wholesale
- Retirement
- Variable Annuities
- Retirement Planning
- Business Development
- Wealth Management
- Finance
- Alternative Investments
- Separately Managed Accounts
- Asset Allocation
- Mutual Funds
- Series 7
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