Jaime G.

Jaime G. Email and Phone Number

Financial Advisor, Senior Portfolio Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Jaime G.'s Location
San Antonio, Texas Metropolitan Area, United States
Jaime G.'s Contact Details

Jaime G. work email

Jaime G. personal email

About Jaime G.

Jaime Gutierrez is a seasoned financial advisor at Merrill Lynch Wealth Management since 2022, focusing in working with business owners. He understands the unique financial needs of entrepreneurs and provides potential tailored solutions to help them achieve both business and personal financial goals. With significant experience in financial planning, investment management, and insurance, Jaime offers guidance to navigate the complexities of financial management. Jaime holds key certifications, including the National Commodities Futures License, Series 66, and Series 7 FINRA registrations, as well as an insurance registration from the Texas Department of Insurance. His career includes leadership roles such as Sales Manager at James & James Formalwear, CEO of Loop Social, LLC, and Wealth Advisor at Citi. Jaime's broad experience makes him a valuable asset in the financial services industry

Jaime G.'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor, Senior Portfolio Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Jaime G. Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Oct 2022 - Present
    Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates… Show more Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Show less
  • Citi Personal Wealth Management
    Assistant Vice President, Wealth Advisor
    Citi Personal Wealth Management Jul 2020 - Oct 2022
  • James & James Formalwear
    General Manager
    James & James Formalwear Apr 2005 - May 2020

Jaime G. Skills

Retail Marketing Strategy Merchandising Customer Service Brand Development Marketing New Business Development Microsoft Office Management Online Marketing Social Media Marketing Trend Analysis Sales Sales Management Business Strategy Real Estate Competitive Analysis Sourcing Product Development Leadership Public Relations Start Ups Public Speaking Business Planning Strategic Planning Wholesale Asset Allocation Business Development Fashion Apparel Social Networking Powerpoint Social Media Microsoft Word Microsoft Excel Advertising Team Building Event Planning Google Analytics Google Adwords Series 7 Business Administration

Jaime G. Education Details

  • University Of Texas System
    University Of Texas System
    High School Diploma/Ged

Frequently Asked Questions about Jaime G.

What company does Jaime G. work for?

Jaime G. works for Merrill Lynch Wealth Management

What is Jaime G.'s role at the current company?

Jaime G.'s current role is Financial Advisor, Senior Portfolio Advisor.

What is Jaime G.'s email address?

Jaime G.'s email address is ja****@****oup.com

What schools did Jaime G. attend?

Jaime G. attended University Of Texas System.

What skills is Jaime G. known for?

Jaime G. has skills like Retail, Marketing Strategy, Merchandising, Customer Service, Brand Development, Marketing, New Business Development, Microsoft Office, Management, Online Marketing, Social Media Marketing, Trend Analysis.

Who are Jaime G.'s colleagues?

Jaime G.'s colleagues are Bala Trichy Iyer, Colin Reed, Siti Haryani Fields, Alexander Lamont, Tim Biggalo, A Eng, Wailan Martin.

Not the Jaime G. you were looking for?

  • Jaime Almeida

    Santa Clara, Ca
    5
    gmail.com, delphi.com, condumex.com.mx, gmail.com, valeo.com

    2 +163125XXXXX

  • Jaime G. Gomez

    Ceo Of Habitat For Humanity Of Metro Denver
    Littleton, Co
    2
    colohfa.org, chfainfo.com

    3 +130329XXXXX

  • Jaime G

    Major Account Executive At Toshiba For Government & Education Sector.
    United States
  • Jaime G.

    Rivian Automotive
    Los Angeles Metropolitan Area
  • Jaime G.

    President
    Los Angeles Metropolitan Area

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

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.