James Wong Email & Phone Number
Chief Executive Officer @ Private Family Office
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James Wong Location
- San Francisco, CA, US
James Wong Work
- 2024 -now Chief Executive Officer @
- 2023 -2024 VP, Relationship Manager, J.P. Morgan Private Client @
- 2023 -2024 VP, Relationship Manager @
- 2012 -2023 Senior Relationship Manager @
- 2007 -2012 AVP Investment Finance - Citi Private Bank @
- 2002 -2007 AVP - Commercial Lending @ Far East National Bank
James Wong Education
- University of California, Davis
Bachelor's degree (Economics)
James Wong Skills
- Commercial Lending
- Risk Management
- Private Banking
- Financial Analysis
- New Business Development
- Negotiation
- Real Estate
- Wealth Management
- Credit Risk
- Team Management
- Credit Analysis
- Banking
- Commercial Loan
- Investments
- Loans
- Portfolio Management
- Credit
- Commercial Banking
James Wong Summary
- James Wong, based in San Francisco, CA, US, is currently a Chief Executive Officer at Private Family Office. James Wong brings experience from previous roles at JPMorgan Chase & Co., First Republic Bank and Citi. James Wong holds a Bachelor's degree in Economics @ University of California, Davis. With a robust skill set that includes Commercial Lending, Risk Management, Private Banking, Financial Analysis, New Business Development and more. James Wong has 3 emails and 3 mobile phone numbers on RocketReach.
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