Guideline
Jimmy T. has over a decade of experience in various roles within the finance and business development sectors. Currently serving as an Onboarding Specialist at Guideline since October 2017, Jimmy previously worked as a Private Banker at Wells Fargo from May 2011 to April 2016, where multiple promotions were received and a strong track record in loan closures was established. As a Co-Founder of Nimbus Bottles from July 2012 to December 2015, outreach programs were implemented to enhance business development. Earlier experience as an Account Executive at Christie Communications involved strategic advertising placements and managing successful marketing campaigns. Jimmy T. holds a Bachelor of Arts degree in Business Economics from UC Santa Barbara.
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Guideline
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Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.