James Zimbardi

Current

Senior Partner at Allgen Financial Services, Inc.
CEO at Zynergy

Education

Massachusetts Institute of Technology - Sloan School of Management
Stetson University

Recommended

8 people have recommended James

Connections

500+ connections

Industry

Human Resources

Websites

James Zimbardi’s Summary

I am in the people business. I am called to be in the marketplace for the sole purpose of serving people. Please let me know how I can serve or pray for you to overcome life and work challenges.

Top Five Things About Me:

1. Believer. All things are possible with God – Mark 10:27
Online Ministry: http://www.jameszimbardi.com

2. Server. "...whoever wishes to become great among you shall be your servant; and whoever wishes to be first among you shall be slave of all. "For even the Son of Man did not come to be served, but to serve, and to give His life a ransom for many." - Mark 10:43-45

3. Leader. I am specifically interested in developing opportunities and ideas with the potential to serve a significant purpose with a global impact. The following are organizations I am currently leading:

Allgen Financial Services, Inc. (http://www.allgenfinancial.com)
Financial Services - Retirement Planning and Investing

Zynergy (http://www.zynergy.com)
Innovation & Management Consulting Firm

4. Networker. I love to connect with all types of people. I love to learn about someone's journey, culture, background, family, interests, and ideology. In addition, it brings me great joy to connect people together.

5. Adventurer. Count me in for; sailing, flying, golf, soccer, basketball, squash, racquetball, football, cricket, traveling to new places, cooking, playing board games, cards, and fishing to name just a few.

James Zimbardi's Core Values:
1) Honor and praise God for everything
2) Engage in activities that help make a difference in the lives of others for the glory of God
3) Be passionate and bold. Go Big, or don't go at all!

James Zimbardi’s Specialties:

Lay Ministry, Global Ministry, Global Ministries, Ministry, International Relationship Development, Innovation Consulting, Cross-Functional Team Building, Strategic Marketing, Business Incubation, Consulting, Management Consulting Orlando, Florida, Orlando, Nashville, New York City, New Jersey, Winter Park, Brentwood, Franklin, Atlanta, Boston, Cambridge, Massachusetts

James Zimbardi’s Experience

Senior Partner

Allgen Financial Services, Inc.

(Privately Held; 1-10 employees; Financial Services industry)

September 2006 — Present (2 years 2 months)

Allgen Financial Services, Inc. is an independent fee-only Registered Investment Advisory (RIA) firm committed to helping individuals and businesses better manage their retirement related assets and investment portfolios. We provide 401k plans, IRA rollovers, and private wealth management. Allgen is based in Orlando Florida, and service clients globally.

Our custodian, Charles Schwab Institutional, is one of the largest financial institutions with around $583..5 billion in institutional client assets under management (as of Dec. 31, 2007).

As a firm we have experienced a 100% growth rate in from 2006-2007. We are on track to do the same in 2008. We are looking for the best-in-class established advisors in various cities around the United States to join our fast growing firm to open new branch locations. We help established advisors transition from large financial institutions and solo shop independent advisors to a team-based advisory model.
CEO

Zynergy

(Privately Held; Management Consulting industry)

May 1997 — Present (11 years 6 months)

Zynergy is a global community for innovators, thinkers, and inventors.

James Zimbardi’s Education

Massachusetts Institute of Technology - Sloan School of Management

MBA, Sloan Fellow in Innovation & Global Leadership, 2005 — 2006

Activities and Societies:

MIT Sloan Real Estate Club
MIT Sloan Christian Fellowship (SCF)
GLab
MIT Alumni New York City Club
Stetson University

BBA, Marketing, Information Technology, September 1993 — May 1997

Additional Information

James Zimbardi’s Websites:

James Zimbardi’s Interests:

Ministry, Bible Studies, Leadership Development, Sailing, Traveling, Entrepreneurship, Innovation, Reading, Contemporary Christian Music, Cooking, Golf, Squash, Basketball, Visiting New Restaurants, Lifework Leadership, Writing, Fishing

James Zimbardi’s Groups:

Orlando World Outreach Center, Lifework Leadership, MIT Sloan Christian Fellowship, MIT New York Club, All Ivy Club, MIT Real Estate Club, Orlando & Winter Park Meetup Group, Innovation Linkedin Group, Florida Hospital, Celebration Health, Greater Orlando Leadership Foundation (GOLF), Every Nation Churches and Ministries,