Jim Pingleton Email & Phone Number

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Listed skills include Customer Experience, Yahoo, Expenses, Vendors, and 17 others.

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  Assistant Manager, Client Services/Help Desk - Stifel

  Stifel Financial Corp.

  Nov 2010 - Present

  From relatively modest beginnings, Stifel has grown to become one of the industry’s preeminent full-service wealth management and investment banking firms. We’ve done so through a combination of organic growth and opportunistic acquisitions that have significantly broadened our scale and capabilities, all while adhering to the principles that have served us well since our founding in 1890.Stifel now serves clients from more than 390 offices in 45 states and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle-market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. Our parent company, Stifel Financial Corp., is publicly traded on the New York Stock Exchange under the ticker symbol “SF” and has recorded 20 consecutive years of record net revenues.To learn more about Stifel and how we have become the Firm of Choice for a growing number of entrepreneurial, client-focused advisors, contact us today.

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  Fontbonne University

  Business Administration. Finance