Jon W Zimmerly

San Diego, CA

Financial Services

First Allied Securities Aug 2015 - Apr 2020
Vice President, Transitions
Td Ameritrade Institutional 2007 - Aug 2015
Senior Relationship Manager

Financial Services
Management
Finance
Investments
Business Analysis
Series 7
Series 63
Wealth Management
Economics
Mutual Funds
Portfolio Management
Microsoft Office
Real Estate Development
Microsoft Excel
Salesforce.com
Real Estate Private Equity
Government Contracting
Risk Management
Asset Management
Financial Management Services
Asset Allocation
Securities
Investment Advisory
Alternative Investments
Financial Planning
Wealth Management Services
Investment Strategies
Financial Advisory
Retirement
Equities
401K
Investment Management
Fixed Income
Banking
Retirement Planning
Bonds
Finra
Financial Analysis
Options
Iras
Trading
Financial Markets
Fixed Annuities
Financial Modeling
Equity Trading
Electronic Trading
Relationship Management
Project Management
Private Equity

Finra Series 7 & 63

San Diego State University
San Diego, CA
Sep 2001 to Dec 2006
Bachelor's in Economics