Jamie Lima Email & Phone

Founder @ Allegiant Divorce Solutions

President, CERTIFIED FINANCIAL PLANNER ­™ @ Woodson Wealth Management

Vice President, Financial Consultant @ Fidelity Investments

Vice President, Regional Planning Consultant @ Fidelity Investments

Vice President, Financial Consultant @ Fidelity Investments

Financial Advisor @ Morgan Stanley Smith Barney

2009 - 2011 MBA @ National University

2004 - 2008 Bachelor of Science @ University of Phoenix

Business Analysis, Investments, Bonds, Financial Services, Wealth Management, Stock Market, Microsoft Excel, Equities, Series 7, FINRA, Sales, Mutual Funds, Planning, Team Building, Customer Service, Management, Strategic Planning, Desktop Publishing, Insurance, Leadership, Certified Financial Planner, Human Resources, Real Estate, Portfolio Management, Conflict Resolution, Time Management, Asset Managment, General Securities Registered Representative, Retirement, Strategic Financial Planning, Microsoft Office, Retirement Planning, Finance, GAAP, Sales Performance, Consultative Selling, Client Relations, Wealth Transfer, Employee Counseling, Financial Planning, Training and Development, People Development, Organization Skills, Hold Series 7, Hold Series 66, Consultation, Family Conversations, Team Leadership, Asset Allocation, Workplace Investments, Employee Training, Seminar Presentations, Hold Series 31, Coaching, Organizational Leadership, Asset Location, Written Communication

Jamie Lima, based in San Diego, CA, US, is currently a Founder at Allegiant Divorce Solutions. Jamie Lima brings experience from previous roles at Woodson Wealth Management, Fidelity Investments, Fidelity Investments, Fidelity Investments, Morgan Stanley Smith Barney. Jamie Lima holds various educational qualifications including MBA in Organizational Leadership (2009 - 2011) from National University. With a robust skill set that includes Business Analysis, Investments, Bonds, Financial Services, Wealth Management, Jamie Lima demonstrates proficiency in a wide range of areas.