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Mr. Jimmy Espinales, CIMA®

Senior Benefits Specialist

Espinales, CIMA<sup>®</sup>

Jimmy Espinales, CIMA® is a Senior Benefits Specialist, addressing member and employer benefit inquiries. He brings to MMBB a wide range of experience including 30 years’ in financial services and investment arenas. Also, he ensures awareness and understanding of the broad range of MMBB benefits and services.

Jimmy has been a financial services professional providing financial planning strategies and analysis to advisors, wealth management firms, independent investors and investment managers as a Director and National Account Manager. In addition, Jimmy has served clients at UBS Financial Services, Prudential and worked as an asset manager at Satuit Capital Management, LLC.

In his spare time, Jimmy, his wife and two sons enjoy participating in community activities and worshipping at Christ Fellowship in New Jersey. Jimmy received a dual B.S. in finance and management, and an M.S. in finance from New York University and Pace University, respectively. Also, he is a member of the Investment Management Consultants Association, Inc. and holds the Certified Investment Management Analyst® designation.

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