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@fishwindowcleaning.com
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James Rubin is listed as Small Business Owner / Investment Advisor Representative at Fish Window Cleaning, a company with 382 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at fishwindowcleaning.com and a matched LinkedIn profile for James Rubin.
James Rubin previously worked as Owner at Fish Window Cleaning and Retirement Plan Educator at Monarch Plan Advisors. James Rubin holds Bs Business Administration, Logistics from University Of Colorado Boulder.
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Professional experience:Extensive advisor consulting, training, and direct client-facing sales experience with top tier firms such as MFS Investment Management, LPL, BNY/Mellon and Wells Fargo Private Bank. Specialized in Retirement Plan Sales and Administration. Transitioned to providing advice directly to High Net Worth investors and business owners. Expertise with investments, portfolio structure, behavioral finance and business strategies. Additional expertise in fiduciary advice with regards to retirement planning. Licenses/Designations: * Accredited Investment Fiduciary-AIF* Certified Investment Management Consultant –CIMC* Chartered Mutual Fund Counselor-CMFC* NASD/FINRA Series 65 -Series 7, 6, 22 ,63 have expired* California Life, Disability, LTC and Variable AnnuityCurrently,Franchise owner of Santa Barbara and Ventura regions for Fish Window Cleaning, the nation's premiere window cleaning franchise. Bought existing business in 2017. Enjoying revenue growth year over year while expanding margins.
Listed skills include Mutual Funds, Separately Managed Accounts, Alternative Investments, 401K, and 28 others.
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Santa Barbara And Ventura Region
Specialize in high end residences and low rise commercial windows. Professional and insured staff deliver premium service in a timely and courteous manner. Operational and administrative team in place for rapid growth.
Simi Valley, California, United States
Utilize 30+ years experience in the Retirement Plan industry to provide educational and enrollment services for Monarch's Retirement Plan sponsors and participants. In person as well as remote conference capabilities are provided so quality communication and fiduciary obligations can best be served in any business environment.
Southern And Central California, Southern Nevada
Made successful transition back to wholesale role after 10 years as a retail financial advisor.Represented BNY-Mellon's 13 institutional investment boutiques with retail investment professionals in Southern and Central California. Products include Mutual Funds, Separately Managed Accounts and Private Placement investments. - Doubled production within first.
Westlake Village, CA
Tasked with developing private label retirement plan platform. Delivered finished product within 12 months of concept. - Documents and plan features providing for 3(21) and 3(38) advisory roles.- Fiduciary process implemented into service package.- Custom plan features utilizing LDI strategies and best of class investment managers. - Successfully executed.
Santa Barbara, CA
Provided Investment advice, represented Asset Managers and provided retirement plan services to individuals and businesses throughout Southern California.
Southern California
Represented Mutual Funds, Annuities, 401(k) and Separately Managed Accounts.Built and managed territory to top 3 rankings annually.Spearheaded aquisition of MGM Grand 401-K to MFS. Initial contribution approximately $200,000,000.00. Largest 401-k plan in company history.
Other employees you can reach at fishwindowcleaning.com. View company contacts for 382 employees →
Bon Bonito
Colleague at Fish Window Cleaning
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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JL
Joe Lafergola
Colleague at Fish Window Cleaning
Butler, New Jersey, United States, United States
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DF
Danushi Fernando
Colleague at Fish Window Cleaning
Sri Lanka, Sri Lanka
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TH
Trent Harper
Colleague at Fish Window Cleaning
Birmingham, Alabama, United States, United States
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DS
David Smrekar Jr
Colleague at Fish Window Cleaning
Plainfield, Indiana, United States, United States
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HM
Hassan Mohamed
Colleague at Fish Window Cleaning
Porto Metropolitan Area, Portugal
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BI
Bo Issa
Colleague at Fish Window Cleaning
San Jose, California, United States, United States
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AH
Anthony Hilton
Colleague at Fish Window Cleaning
Griffin, Georgia, United States, United States
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JN
Jeremy Noble
Colleague at Fish Window Cleaning
Williamsport, Pennsylvania, United States, United States
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LM
Linda Merrick
Colleague at Fish Window Cleaning
Ballwin, Missouri, United States, United States
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Activities and Societies: CU Ice Hockey, CU Tae Kwon DoGraduated Magna cum Laude
Graduated with Honors
Have satisified all academic and work experience requirements required to sit for CFP examination.
Quick answers generated from the profile data available on this page.
James Rubin works for Fish Window Cleaning.
James Rubin is listed as Small Business Owner / Investment Advisor Representative at Fish Window Cleaning.
AeroLeads has found 1 work email signal at @fishwindowcleaning.com for James Rubin at Fish Window Cleaning.
James Rubin is based in Santa Barbara, California, United States while working with Fish Window Cleaning.
James Rubin has worked for Fish Window Cleaning, Monarch Plan Advisors, Dreyfus, Fmb Retirement Services, and Wells Fargo Advisors, Pensionmark, Fisher Investments.
James Rubin's colleagues at Fish Window Cleaning include Bon Bonito, Joe Lafergola, Danushi Fernando, Trent Harper, and David Smrekar Jr.
You can use AeroLeads to view verified contact signals for James Rubin at Fish Window Cleaning, including work email, phone, and LinkedIn data when available.
James Rubin holds Bs Business Administration, Logistics from University Of Colorado Boulder.
James Rubin is listed with skills including Mutual Funds, Separately Managed Accounts, Alternative Investments, 401K, Retirement Planning, Investment Advisory, Investment Strategies, and Asset Management.
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