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Jim Mccartin Cfa Cfp Caia

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Jim Mccartin Cfa Cfp Caia

Vice President, Senior Portfolio Specialist | Jackson National Asset Management, LLC

Denver, Colorado, United States

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Jim Mccartin Cfa Cfp Caia

Summary

Jim McCartin is a seasoned financial services professional currently serving as the Vice President and Senior Portfolio Specialist at Jackson National Asset Management, LLC. With a strong background in portfolio strategy and consulting, Jim has developed a keen expertise in managing investment portfolios that align with client objectives. His career spans several key roles, including a Portfolio Strategist at Jackson and a Consultant Support Analyst at NEPC, showcasing his versatility within the financial industry. Jim's educational foundation is rooted in a Bachelor of Science degree from DePaul University. He is based in Denver, Colorado, and is known for his analytical skills and commitment to client success. Despite a focus on individual contributions, his leadership qualities are evident in his ability to guide teams towards achieving financial goals. Jim's professional journey reflects a deep understanding of market dynamics and a passion for delivering innovative financial solutions.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Jim Mccartin Cfa Cfp Caia

Work Experience

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Vice President, Senior Portfolio Specialist at

Jackson National Asset Management, LLC

September 2018 - Present

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Director, Senior Portfolio Strategist at

Jackson National Asset Management, LLC

March 2016 - August 2018

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Portfolio Strategist at

Jackson Financial Inc.

January 2014 - February 2016

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Consultant Support Analyst at

Nepc, LLC

November 2013 - January 2014

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Senior Performance Analyst at

Nepc, LLC

January 2013 - October 2013

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Performance Analyst II at

Nepc, LLC

January 2012 - December 2012

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Performance Analyst at

Nepc, LLC

June 2011 - December 2011

💼

Volunteer Income Tax Assistant, Assistant Reviewer, Volunteer Mentor at

Dc Earned Income Tax Credit Campaign

January 2010 - April 2011

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Jim Mccartin Cfa Cfp Caia

Education

DePaul University, Bachelor Of Science (B.S.)

January 2006 - January 2009

Frequently Asked Questions about Jim Mccartin Cfa Cfp Caia

What is Jim Mccartin Cfa Cfp Caia email address?

Jim Mccartin Cfa Cfp Caia's primary email address is ************@jackson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jim Mccartin Cfa Cfp Caia work for?

Jim Mccartin Cfa Cfp Caia is a Vice President, Senior Portfolio Specialist at Jackson National Asset Management, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Jim Mccartin Cfa Cfp Caia graduated from?

Jim Mccartin Cfa Cfp Caia holds a degree in Computational And Applied Mathematics from DePaul University.

How can I directly contact Jim Mccartin Cfa Cfp Caia?

To contact Jim Mccartin Cfa Cfp Caia directly, you can use the email address ************@jackson.com. Complete contact information is available upon registration with Muraena.

Who is Jim Mccartin Cfa Cfp Caia?

Jim McCartin is a seasoned financial services professional currently serving as the Vice President and Senior Portfolio Specialist at Jackson National Asset Management, LLC. With a strong background in portfolio strategy and consulting, Jim has developed a keen expertise in managing investment portfolios that align with client objectives. His career spans several key roles, including a Portfolio Strategist at Jackson and a Consultant Support Analyst at NEPC, showcasing his versatility within the financial industry. Jim's educational foundation is rooted in a Bachelor of Science degree from DePaul University. He is based in Denver, Colorado, and is known for his analytical skills and commitment to client success. Despite a focus on individual contributions, his leadership qualities are evident in his ability to guide teams towards achieving financial goals. Jim's professional journey reflects a deep understanding of market dynamics and a passion for delivering innovative financial solutions.

Jim`s contact details

mail

************@jackson.com

*********@jacksonfundservices.com

Colleagues

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Brian Roberts

External Wholesaler - Regional Vice President

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Richard Gorman

Chief Compliance Officer

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Robert Dombrower Cmt

VP Senior Portfolio Specialist

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Mike Chou

Regional Vice President

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Eric Bjornson

VP Operations

Brian Fisher

Regional Vice President

Garett Childs Cpa

Chief Financial Officer

Allison Pearson

VP, National Sales Desk

Andrew Tedeschi

VP, Financial Reporting

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