Alexandro Jimenez, Jd, Ll.M.

Alexandro Jimenez, Jd, Ll.M. Email and Phone Number

Partner @ Cerity Partners
California, United States
Alexandro Jimenez, Jd, Ll.M.'s Location
Orange County, California, United States, United States
Alexandro Jimenez, Jd, Ll.M.'s Contact Details

Alexandro Jimenez, Jd, Ll.M. work email

Alexandro Jimenez, Jd, Ll.M. personal email

About Alexandro Jimenez, Jd, Ll.M.

Alexandro Jimenez, Jd, Ll.M. is a Partner at Cerity Partners. He possess expertise in writing, consulting, fixed annuities, finance, uniform combined state law and 85 more skills.

Alexandro Jimenez, Jd, Ll.M.'s Current Company Details
Cerity Partners

Cerity Partners

View
Partner
California, United States
Alexandro Jimenez, Jd, Ll.M. Work Experience Details
  • Cerity Partners
    Partner
    Cerity Partners
    California, United States
    View
  • Cerity Partners Llc
    Partner
    Cerity Partners Llc Nov 2012 - Present
    Orange County, California Area
    Executive Financial Consultant with 17 years of experience providing comprehensive financial counseling, tax planning, and estate planning to corporate executives of Fortune 1000 companies, senior partners at law firms and closely-held small business owners. Clients include CEOs of private companies and corporate executives of publicly traded companies, such as Northrop Grumman, Prudential Financial, Allergan, Life Technologies, and Tesoro Petroleum Corporation. I specialize in sophisticated estate planning, philanthropic planning, income tax planning and preparation, corporate benefit optimization, stock option planning, investment and retirement planning. The Financial Counseling service at HPM Partners, LLC, is both comprehensive in scope and proactive in nature. We cover all of the traditional topics of financial planning, together with integrating company benefits, and providing implementation of client decisions. With no products to sell, we accept Fiduciary Responsibility - act as a fiduciary in the best interest of the client.
  • Mullintbg Advisors
    Vice President
    Mullintbg Advisors 2005 - Oct 2012
    Irvine, Ca
    Counseled individuals corporate executives of Fortune 1000 companies in the areas of estate planning, retirement planning, corporate benefit optimization, stock option planning, risk management planning, investment allocation planning, cash management planning and income tax planning. In the corporate environment, I developed strategies that permitted clients to maximize deferred compensation benefits, identified potential income tax liabilities and developed strategies to reduce the income tax liabilities. Other responsibilities included reviewing trust documents and testamentary objectives to ensure minimization of estate and gift tax liabilities.
  • Tax & Financial Group
    Financial Planning Director
    Tax & Financial Group 2001 - 2005
    Newport Beach, Ca
    Provided comprehensive counseling to small business owners and high net worth individuals in the fields of estate and gift tax planning, retirement planning, income tax planning, philanthropic planning, business continuation and succession planning, and cash flow management. Responsibilities included reviewing trust documents, stock options agreements, business plans and buy-sell agreements to advise on adequate solutions and to ensure that the agreements reflected the client's goals.
    View
  • The Ayco Company, Lp, A Goldman Sachs Company
    Senior Counselor
    The Ayco Company, Lp, A Goldman Sachs Company 1999 - 2001
    Irvine, Ca
    Counseled individuals in the areas of estate planning, retirement planning, corporate benefit optimization, stock option planning, risk management planning, investment allocation planning and tax planning. In the corporate environment, I developed strategies that permitted clients to maximize deferred compensation benefits, identified potential income tax liabilities and developed strategies to reduce the income tax liabilities. Other responsibilities included reviewing trust documents and testamentary objectives to ensure minimization of estate and gift tax liabilities.
  • Kpmg Us
    Consultant
    Kpmg Us 1998 - 1999
    New York, Ny
    View

Alexandro Jimenez, Jd, Ll.M. Skills

Writing Consulting Fixed Annuities Finance Uniform Combined State Law Settlement Agreements Trusts Legal Litigation Services Scholarships Dispute Resolution Management Insurance Planning Business Affairs Crm Mexican Cuisine Spanish Auditing Cash Management Soccer Public Speaking Pennsylvania Retirement Planning Statutory Sage Act Asset Allocation Supervision Life Insurance Strategies Cash Flow Forecasting Sophisticated Variable Risk Management Deferred Compensation Research Appeals Reform Indiana Estate Planning Cch Income Tax Economics Yahoo Factual Cash Flow Management Buy Sell Agreements Legal Research Project Planning Succession Planning Small Business Contractual Agreements Bar Income Responsibility Internal Audit Regulations International Conflicts Art Kpmg Tax Planning Help Files Trust Insurance Claims Irs Tax Law Tax Forms Stock Option New York Political Science Juris Investments Taxations Academic Relief Claim San Diego Business Planning High Net Worth Individuals Psychotherapy Individual Clients Optimization Connecticut Planners French Retirement Liabilities Series 7 Employee Benefits

Alexandro Jimenez, Jd, Ll.M. Education Details

Frequently Asked Questions about Alexandro Jimenez, Jd, Ll.M.

What company does Alexandro Jimenez, Jd, Ll.M. work for?

Alexandro Jimenez, Jd, Ll.M. works for Cerity Partners

What is Alexandro Jimenez, Jd, Ll.M.'s role at the current company?

Alexandro Jimenez, Jd, Ll.M.'s current role is Partner.

What is Alexandro Jimenez, Jd, Ll.M.'s email address?

Alexandro Jimenez, Jd, Ll.M.'s email address is aj****@****ers.com

What schools did Alexandro Jimenez, Jd, Ll.M. attend?

Alexandro Jimenez, Jd, Ll.M. attended University Of San Diego School Of Law, Quinnipiac University School Of Law.

What skills is Alexandro Jimenez, Jd, Ll.M. known for?

Alexandro Jimenez, Jd, Ll.M. has skills like Writing, Consulting, Fixed Annuities, Finance, Uniform Combined State Law, Settlement Agreements, Trusts, Legal, Litigation Services, Scholarships, Dispute Resolution, Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.