Jim Kramer
Alternative Investments Distribution - iCapital
- Role
- VP, Senior Relationship Manager - Southeast at iCapital
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Experience
VP, Senior Relationship Manager - Southeast
Dec 2024 — Present · Palm Beach County, FL, US
Education
Rutgers University–New Brunswick
Bachelor's degree
Skills
- 401k Rollovers
- Series 7
- Qualified Retirement Plans
- Teamwork
- Mutual Funds
- Etfs
- Sales
- Cold Calling
- Series 66
- Fixed Income
- Sales Process
- Client Relations
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