James Won Email & Phone Number
Chief Operating Officer @ Optivate
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James Won Location
- Naples, FL, US
James Won Work
- Chief Operating Officer @ (June 2025 - Present)
- Board Member @ (April 2025 - Present)
- Board Member @ (September 2023 - Present)
- Vice President @ (November 2022 - July 2025)
- Vice President @ (December 2020 - November 2022)
- Investment Banking Associate @ (October 2018 - December 2020)
- Investment Banking Senior Analyst @ (February 2017 - October 2018)
- Investment Banking Analyst @ (May 2016 - February 2017)
- Senior Business Analyst @ (March 2014 - May 2016)
- Senior Strategy Analyst @ (July 2011 - February 2014)
James Won Education
- University of Pennsylvania
James Won Skills
- Alternative Investments
- Corporate Finance
- Capital IQ
- Fundamental Analysis
- Eviews
- Valuation
- Financial Modeling
- Visio
- Equity Research
- Capital Raising
- Stata
- Microsoft Excel
- Debt And Equity Capital Raising
- VBA
- SQL
- Private Equity
- Investment Banking
- Spotfire
- Mergers and Acquisitions
- SPSS
- Private Placements
James Won Summary
- James Won, based in Naples, FL, US, is currently a Chief Operating Officer at Optivate. James Won brings experience from previous roles at Optivate, SquadUP, Inc., Performant Capital and District Capital Partners. James Won holds a University of Pennsylvania. With a robust skill set that includes Alternative Investments, Corporate Finance, Capital IQ, Fundamental Analysis, Eviews and more. James Won has 2 emails and 3 mobile phone numbers on RocketReach.
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