Jim Trujillo
Principal @Cerity Partners
Louisville, KY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2023 — Present
Principal @Cerity Partners
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Louisville, KY, US
SKILLS
Financial ServicesQualified Retirement PlansInvestments401kFinancePublic SpeakingAsset ManagementInvestment StrategiesFinancial PlanningCustomer ServicePortfolio ManagementMicrosoft OfficeRetirement Planning
ABOUT JIM TRUJILLO
My road to becoming a Certified Financial Planner(R) and a 401(k) advisor has been a…
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