Private Wealth Manager
Current
Jan 2024 - Present
AeroLeads people directory · profile
Jimmy S. Email & Phone Number
Trojan Wealth Management
at
USC Credit Union
1 work email found
@myeaglewealth.com
2 phones found area 310 and 877
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Trojan Wealth Management
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Jimmy S.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jimmy S. is listed as Trojan Wealth Management at USC Credit Union, a with 117 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at myeaglewealth.com, phone signal with area code 310, 877, and a matched LinkedIn profile for Jimmy S..
Jimmy S. previously worked as Private Wealth Manager at Usc Credit Union and President at Eagle Wealth Mgmt Llc / Pfg Advisors. Jimmy S. holds Mba from Fordham Gabelli School Of Business.
Company email context
Email format at USC Credit Union
This section adds company-level context without repeating Jimmy S.'s masked contact details.
{first}@myeaglewealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jimmy S.. Compare company email patterns before reaching out.
Profile bio
About Jimmy S.
Jimmy S. is a Trojan Wealth Management at USC Credit Union. He possess expertise in leadership, estate planning, financial advisory, series 63, team building and 47 more skills. He is proficient in English and Korean.
Listed skills include Leadership, Estate Planning, Financial Advisory, Series 63, and 48 others.
Current workplace
Jimmy S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Usc Credit Union
7 roles
Jimmy S. work experience
A career timeline built from the work history available for this profile.
President
Current
Eagle Wealth Mgmt Llc / Pfg Advisors
Mar 2018 - Present
Director, Regional Sales Executive
Strong general management, sales and business training experience, team building, problem solving and decision making skills. Bottom-line, results driven orientation with consistently demonstrated success in maximizing revenue, expanding market penetration and building businesses through recruiting and coaching.
Feb 2012 - Dec 2017
Complex Manager
Sep 2009 - Feb 2012
Regional Sales Manager
Sales Executive Leader with a reputation for rejuvenating underperforming regions and consistently beating revenue goals. A leader passionate about building and growing successful teams. Analytically rigorous in solving complex problems. Adept at strategy development and implementation.
Jan 2005 - Jul 2009
Senior Investment Manager
Developed and executed strategies to grow our Personal Financial Management & Affluent Clientele business through analyses of investor behavior, investment quality, and economic trends.
Jan 1994 - Jan 2005
Training & Producing Manager
Recruited and trained candidates for a long-term career in the financial industry.Designed investment portfolios taking into consideration clients' risk tolerance, time frame, and asset allocation.
May 1992 - Dec 1994
Team & coworkers
Colleagues at USC Credit Union
Other employees you can reach at usccreditunion.org. View company contacts for 117 employees →
JC
Justin Curtis
Colleague at Usc Credit UnionInglewood, California, United States
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HL
Hanson Lu
Colleague at Usc Credit UnionLos Angeles, California, United States
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DS
Don Schumacher
Colleague at Usc Credit UnionLos Angeles, California, United States
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BB
Bea Berry
Colleague at Usc Credit UnionLong Beach, California, United States
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JK
John Knox
Colleague at Usc Credit UnionGreater Glasgow Area, United Kingdom
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DH
Dave Halls
Colleague at Usc Credit UnionBeverly Hills, California, United States
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FF
Francisco Fregoso
Colleague at Usc Credit UnionHuntington Park, California, United States
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KM
Khalil Mayden
Colleague at Usc Credit UnionPalo Alto, California, United States
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CM
Corrie Martinez
Colleague at Usc Credit UnionLos Angeles, California, United States
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MA
Milkaya Adem
Colleague at Usc Credit UnionPortland, Oregon, United States
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Justin Curtis
Colleague at Usc Credit UnionInglewood, California, United States
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HL
Hanson Lu
Colleague at Usc Credit UnionLos Angeles, California, United States
View →
DS
Don Schumacher
Colleague at Usc Credit UnionLos Angeles, California, United States
View →
BB
Bea Berry
Colleague at Usc Credit UnionLong Beach, California, United States
View →
JK
John Knox
Colleague at Usc Credit UnionGreater Glasgow Area, United Kingdom
View →
DH
Dave Halls
Colleague at Usc Credit UnionBeverly Hills, California, United States
View →
FF
Francisco Fregoso
Colleague at Usc Credit UnionHuntington Park, California, United States
View →
KM
Khalil Mayden
Colleague at Usc Credit UnionPalo Alto, California, United States
View →
CM
Corrie Martinez
Colleague at Usc Credit UnionLos Angeles, California, United States
View →
MA
Milkaya Adem
Colleague at Usc Credit UnionPortland, Oregon, United States
View →
2 education records
Jimmy S. education
FAQ
Frequently asked questions about Jimmy S.
Quick answers generated from the profile data available on this page.
What company does Jimmy S. work for?
Jimmy S. works for USC Credit Union.
What is Jimmy S.'s role at USC Credit Union?
Jimmy S. is listed as Trojan Wealth Management at USC Credit Union.
What is Jimmy S.'s email address?
AeroLeads has found 1 work email signal at @myeaglewealth.com for Jimmy S. at USC Credit Union.
What is Jimmy S.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 310, 877 for Jimmy S. at USC Credit Union.
Where is Jimmy S. based?
Jimmy S. is based in Los Angeles Metropolitan Area, United States while working with USC Credit Union.
What companies has Jimmy S. worked for?
Jimmy S. has worked for Usc Credit Union, Eagle Wealth Mgmt Llc / Pfg Advisors, Merrill Lynch, Financial Firm, and Wells Fargo Advisors.
Who are Jimmy S.'s colleagues at USC Credit Union?
Jimmy S.'s colleagues at USC Credit Union include Justin Curtis, Hanson Lu, Don Schumacher, Bea Berry, and John Knox.
How can I contact Jimmy S.?
You can use AeroLeads to view verified contact signals for Jimmy S. at USC Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Jimmy S. attend?
Jimmy S. holds Mba from Fordham Gabelli School Of Business.
What skills is Jimmy S. known for?
Jimmy S. is listed with skills including Leadership, Estate Planning, Financial Advisory, Series 63, Team Building, Alternative Investments, Banking, and Fixed Annuities.
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