James Carrillo

Senior Portfolio Advisor

James Carrillo has been working as a Senior Portfolio Advisor in Swiss America Trading Corp. since 2004. Moreover, James has professional experience at more than ten companies in the relevant field. James has a total work experience of 26+ years. James Carrillo studied at the University of California, Los Angeles. They have the following certificates: Series 7 Securities and Series 3 Futures and Commodities. Nowadays this expert lives in Columbus, Ohio region. Find this professional's actual email address and number with our search.
Name variants:
Jaymes Carrillo, Jaimes Carrillo, Jim Carrillo, Jimmy Carrillo, Jimmie Carrillo, Jamie Carrillo, Jem Carrillo

Contact Information

Last Update
Jul 7, 2022
Email
jc**@hotmail.com
Location
Columbus, OH

Workplace

Swiss America Trading Corp.
Senior Portfolio Advisor

Phoenix, AZ

Industry

Financial Services, Store Retailers Not Specified Elsewhere

Work History

Senior Portfolio Advisor

15018 north Tatum Blvd, Phoenix, AZ 85032
Sr. Portfolio Adviser for the largest Physical Gold for delivery dealer in the United States. Swiss America was established in 1982 to assist Americans in planning a precious metals portfoli...
from 2004

Chief Executive Officer

CEO of Gold IRAs & Rarities the Nations Largest Investment Grade Precious Metals Dealer for investors wanting actual physical delivery of Gold, Silver, Platinum Coins and/or Bullion. Special...
from Jun 2002

Isp Channel Manager International Director of Sales

Jun 1995 — Dec 2001

Director of Sales

Hired as Director of Sales for the Automotive Industries leading Customer Satisfaction Improvement Company. Managed a team of account executives who dealt directly with CEO's of Automobile D...
Jun 1992 — Jun 1995

Owner and Director Senior Bond Trader

From our Newport Beach and Chicago Illinois offices developed, managed, directed and oversaw professional investment executives in assisting Fortune 500 Companies gain the highest yields in ...
Jun 1987 — Jun 1992

Executive Director

975 Cobb Place Blvd northwest #104, Kennesaw, GA 30144
Director of Sales and marketing for one of America's largest bank finance and physical precious metals dealers, Precious Metals Accumulation Corporation "PREMACO". Directed a sales force of ...
Jan 1981 — Aug 1987

Account Executive

Precious Metals dealer and Commodity currency trader, also dealt in Bank loan financing.
1979 — 1982

Advertising Sales

Advertising Sales and distribution for a tabloid publication produced and owned by Hall of fame baseball player Rod Carew. Opened the most prized accounts and led the company in sales.
1979 — 1980

Sales and Marketing

Season Ticket and Group Sales. Publication Advertising, including Orange County Strings and Los Angeles Lakers through owner Dr. Jerry Buss. One of the top sales executives for the group as ...
1978 — 1979

Stage Grip

Stage Grip for Motion Picture Industry. Worked on sets for Happy Days, Lavern & Shirley, Fantasy Island, Capricorn One, Posideon Adventure, Wonder Woman and others.
1977 — 1978

Occupations

Advisor
Counselor
Sales Specialist
Sales Agent
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Executive
Chief Executive Officer
Sales Representative
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Chief Executive

Skills

Investments
Portfolio Management
Finance
Bonds
Commodity
Precious Metals
Trading
Sales Management
Strategy
Asset Management
Sales
Investment Advisory
Leadership
Retirement Planning
Alternative Investments
Trade Shows
Public Speaking
Financial Advisory
Online Advertising
401K
Investment Strategies
Entrepreneurship
Motivational Speaking
Stock Market
Venture Capital
Securities
Online Marketing
Series 7
Radio Advertising
Iras
Retirement
Asset Allocation
Wealth Management
Hedge Funds
Marketing Communications
Financial Writing
Broadcast Television
Seminar Speaker
Commodities
Computer Security
Funding
Finra
Wealth
Etfs
Personal Finance
Equities
Wealth Management Services
Series 3
Investment Management
Mutual Funds

FAQs about James Carrillo

What's the profession of James Carrillo?

This professional's job is Senior Portfolio Advisor

What are the profession of The expert?

These person's professions are Advisor

Where is James Carrillo currently located?

James is currently located in Columbus, Ohio.

Does James have the email address?

jc**@hotmail.com is James Carrillo's email address.

Where did James Carrillo work?

James Carrillo worked at Swiss America Trading Corp., Gold Iras & Rarities.

Where has James Carrillo studied?

James studied at the University of California, Los Angeles.

What are the certifications of James Carrillo?

James Carrillo received the following certifications: Series 7 Securities and Series 3 Futures and Commodities.

What is professional industry that James Carrillo worked in?

This person works in Financial Services industry.
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