Jon Zimmerly
Experienced M&A/Project Management Professional
- Role
- Board Member at Little Italy Sd
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Zimmerly
Financial Services, Project Management & Real Estate Development Professional with over…
Experience
Board Member
Sep 2023 — Present · San Diego, CA, US
Skills
- Economics
- Series 7
- Project Management
- Relationship Management
- Financial Markets
- Management
- Trading
- Wealth Management Services
- Portfolio Management
- Financial Services
- Financial Management Services
- Fixed Annuities
- Financial Analysis
- Financial Planning
- Options
- Retirement
- Bonds
- Business Analysis
- Wealth Management
- Government Contracting
- Equities
- Fixed Income
- Real Estate Development
- Asset Management
- Finance
- Electronic Trading
- Investment Management
- Series 63
- Microsoft Excel
- Banking
- Asset Allocation
- Mutual Funds
- Real Estate Private Equity
- Risk Management
- Salesforce.com
- Microsoft Office
- 401k
- Iras
- Investments
- Investment Advisory
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