Jamie Patrick Linkowski
Algemeen Directeur bij PRIMESolutions Advisors LLC
Profiel
Mr. Jamie P.
Linkowski is President at PRIMESolutions Advisors LLC.
He is on the Board of Directors at C-Leveled LLC.
Mr. Linkowski co-founded PRIMESolutions in 2000.
He has over 20 years of financial, estate and portfolio management experience, beginning his financial planning career in 1988 in the Pittsburgh office of Equitable Financial Companies.
Early on, he assisted professionals, executives and owners of closely held businesses with their comprehensive financial planning and asset management including but not limited to balance sheet and cash flow projections, retirement plan design and implementation, portfolio management, estate planning and life insurance due diligence and placement.
In 1996, Mr. Linkowski merged his practice with International Planning Group and assumed the role of Managing Director.
He provided comprehensive financial planning advice and asset management services to his clients, he also presided as Head of the Investment Committee for International Planning Group.
He was directly responsible for the firm's investment management activities including oversight of the asset allocation process, money manager evaluation and on-going monitoring; and performance tracking and review.
Mr. Linkowski graduated Summa Cum Laude from Boston College in 1988 with a BS in Economics and History.
Actieve functies van Jamie Patrick Linkowski
| Bedrijven | Functie | Begin |
|---|---|---|
PRIMESolutions Advisors LLC
 PRIMESolutions Advisors LLC Investment ManagersFinance PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals. | Algemeen Directeur | 01-01-2000 |
C-Leveled LLC
 C-Leveled LLC Advertising/Marketing ServicesCommercial Services C-Leveled LLC provides consulting and subscription-based software services. It also offers business advisory, creative, marketing, product development and financing procurement services. The firm offerings have been built to cater to the rapidly changing, unique needs of the small business market. It is a special amalgam of incubator, accelerator, technology and business advisor plus a full-service, in-house marketing department. The company was founded by Denise DeSimone in 2009 and is headquartered in Pittsburgh, PA. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Jamie Patrick Linkowski
| Bedrijven | Functie | Einde |
|---|---|---|
International Planning Group Ltd.
 International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Corporate Officer/Principal | - |
| Pennsylvania Financial Group, Inc. | Directeur/Bestuurslid | - |
Opleiding van Jamie Patrick Linkowski
| Boston College | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
|---|---|
PRIMESolutions Advisors LLC
PRIMESolutions Advisors LLC Investment ManagersFinance PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals. | Finance |
| Pennsylvania Financial Group, Inc. | |
International Planning Group Ltd.
International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Finance |
C-Leveled LLC
C-Leveled LLC Advertising/Marketing ServicesCommercial Services C-Leveled LLC provides consulting and subscription-based software services. It also offers business advisory, creative, marketing, product development and financing procurement services. The firm offerings have been built to cater to the rapidly changing, unique needs of the small business market. It is a special amalgam of incubator, accelerator, technology and business advisor plus a full-service, in-house marketing department. The company was founded by Denise DeSimone in 2009 and is headquartered in Pittsburgh, PA. | Commercial Services |