Jim Zuleger
Director at The Zuleger Kendall Group - Baird
- Role
- Director at Baird
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director
Feb 2002 — Present
Skills
- Investment Strategies
- Mutual Funds
- Valuation
- Separately Managed Accounts
- Retirement Planning
- Equities
- High Net Worth Individuals
- Financial Modeling
- Securities
- Finance
- Financial Planning
- Strategic Financial Planning
- Asset Allocation
- Series 7
- Financial Advisory
- Financial Services
- Retirement
- Wealth Management Services
- Iras
- 401k
- Investments
- Portfolio Management
- Fixed Annuities
- Financial Analysis
- Investment Management
- Small Business
- Financial Planners
- Private Equity
- Wealth Management
- Variable Annuities
- Estate Planning
- 401(K) Retirement Savings Plans
- Investment Advisory
- Asset Management
- Alternative Investments
- Series 63
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.