Calvin Zimmerman

Calvin Zimmerman Email and Phone Number

Vice President, Digital Strategy & Solutions | MA, CFP®, ChFC®, BFA™, CSPO®, CMFC®, RFC® @ D.A. Davidson Companies
Calvin Zimmerman's Location
Metro Jacksonville, United States, United States
Calvin Zimmerman's Contact Details

Calvin Zimmerman work email

Calvin Zimmerman personal email

About Calvin Zimmerman

I have over 15 years of experience in the financial services industry, with a background in product management, investment management, operations, and business strategy.I am passionate about creating user-centric solutions that leverage technology, data, and design to empower advisors and help them serve their clients and achieve their business goals. I have a proven track record of driving innovation, transformation, and growth through collaboration, communication, and leadership. I hold a master's degree in leadership and management, as well as multiple certifications, including CFP®, CSPO®, ChFC®, BFA™, CMFC®, RFC®, and Salesforce.

Calvin Zimmerman's Current Company Details
D.A. Davidson Companies

D.A. Davidson Companies

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Vice President, Digital Strategy & Solutions | MA, CFP®, ChFC®, BFA™, CSPO®, CMFC®, RFC®
Calvin Zimmerman Work Experience Details
  • D.A. Davidson Companies
    Vice President, Digital Strategy & Solutions
    D.A. Davidson Companies Sep 2024 - Present
    Great Falls, Montana, Us
    View
  • Thrivent
    Director Of Product Management - Discovery And Financial Planning
    Thrivent Mar 2024 - Sep 2024
    Minneapolis, Mn, Us
    View
  • Thrivent
    Director Of Product Management - Advisor Experience
    Thrivent Jun 2023 - Mar 2024
    Minneapolis, Mn, Us
    View
  • Thrivent
    Senior Product Manager - Advice & Financial Planning
    Thrivent Sep 2022 - Jun 2023
    Minneapolis, Mn, Us
    View
  • Thrivent
    Product Manager - Advice
    Thrivent Feb 2022 - Sep 2022
    Minneapolis, Mn, Us
    View
  • Thrivent
    Advice Business Model Strategist
    Thrivent Nov 2020 - Feb 2022
    Minneapolis, Mn, Us
    View
  • Ameriprise Financial Services, Llc
    Director, Operations
    Ameriprise Financial Services, Llc Mar 2018 - Nov 2020
    Minneapolis, Mn, Us
    View
  • Ameriprise Financial Services, Llc
    Investment Manager
    Ameriprise Financial Services, Llc Dec 2008 - Feb 2018
    Minneapolis, Mn, Us
    View

Calvin Zimmerman Skills

Investment Strategies Leadership Pensions Strategic Planning Marketing Microsoft Office Wealth Retirement Planning Investment Advisory Finance Customer Service Series 7 Small Business Uniform Combined State Law Investments Financial Modeling Life Insurance Financial Planning Mutual Funds Series 63 Wealth Accumulation Event Planning Financial Services Process Improvement Strategy Microsoft Excel Chartered Mutual Fund Counselor

Calvin Zimmerman Education Details

  • Concordia University-St. Paul
    Concordia University-St. Paul
    Leadership & Management
  • Concordia University-St. Paul
    Concordia University-St. Paul
    Finance
  • Yale University
    Yale University
    Investment Management Theory & Practice
  • Minnesota State University, Mankato
    Minnesota State University, Mankato
    Financial Planning Certificate

Frequently Asked Questions about Calvin Zimmerman

What company does Calvin Zimmerman work for?

Calvin Zimmerman works for D.a. Davidson Companies

What is Calvin Zimmerman's role at the current company?

Calvin Zimmerman's current role is Vice President, Digital Strategy & Solutions | MA, CFP®, ChFC®, BFA™, CSPO®, CMFC®, RFC®.

What is Calvin Zimmerman's email address?

Calvin Zimmerman's email address is ca****@****mpf.com

What schools did Calvin Zimmerman attend?

Calvin Zimmerman attended Concordia University-St. Paul, Concordia University-St. Paul, Yale University, Minnesota State University, Mankato.

What are some of Calvin Zimmerman's interests?

Calvin Zimmerman has interest in Poverty Alleviation, Economic Empowerment.

What skills is Calvin Zimmerman known for?

Calvin Zimmerman has skills like Investment Strategies, Leadership, Pensions, Strategic Planning, Marketing, Microsoft Office, Wealth, Retirement Planning, Investment Advisory, Finance, Customer Service, Series 7.

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