Jim Robertson Email and Phone Number
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Jim Robertson personal email
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Jim Robertson phone numbers
Thirty-four years of sales (asset management and fintech), marketing, product development and client service experience in the financial services industry. Proven ability to raise assets (traditional and alternative) in the institutional, intermediary and high net-worth markets. Involved in the creation and delivery of three products/platforms that reshaped the institutional/high-net worth market channels.
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Executive Vice President - Private DebtAtel Capital Group Jul 2020 - PresentSan Francisco, California, United StatesAtel provides emerging growth companies with intra-equity round sources of funding. Investors can benefit from attractive returns, low default rates and often, equity “kickers” in the form of warrants. -
Managing DirectorStrategic Investment Group Jan 2016 - Jul 2020San Francisco Bay AreaStrategic Investment Group has been a pioneer in dedicated Outsourced CIO (OCIO) solutions for clients since 1987. Strategic offers a comprehensive service platform for managing customized portfolios for institutions and private investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. My role is to build new client relationships with corporate retirement plans, endowments/foundations and hospitals. -
DirectorRcm Capital Management Sep 2009 - Dec 2015San Francisco
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Managing DirectorWells Capital Management Jan 2004 - Jul 2009San Francisco -
DirectorSei Investments Management Corporation Jan 1992 - Dec 2003San Francisco, California, United States
Jim Robertson Skills
Jim Robertson Education Details
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Marketing
Frequently Asked Questions about Jim Robertson
What company does Jim Robertson work for?
Jim Robertson works for Atel Capital Group
What is Jim Robertson's role at the current company?
Jim Robertson's current role is Executive Vice President - Private Debt ATEL Capital Group.
What is Jim Robertson's email address?
Jim Robertson's email address is jr****@****oup.com
What is Jim Robertson's direct phone number?
Jim Robertson's direct phone number is (703) 243*****
What schools did Jim Robertson attend?
Jim Robertson attended Syracuse University.
What skills is Jim Robertson known for?
Jim Robertson has skills like Financial Services, Asset Management, Management, Alternative Investments, Hedge Funds, Product Marketing, Sales, Investments, Equities, Mutual Funds, Securities, Asset Allocation.
Who are Jim Robertson's colleagues?
Jim Robertson's colleagues are Aaron Z., Patty Cantu, Jared Bell, Ethan Thompson, Laura Wallsten Cook, Prince Balpi, Sheila Stetson.
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Jim Robertson
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Jim Robertson
Nashville, Tn10hotmail.com, excite.com, omnitracs.com, netscape.com, msn.com, omnitracs.com, ielectric.com, verisign.com, amazon.com, alliancedata.com5 +171372XXXXX
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