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
- Chief Executive Officer @ (October 2024 - Present)
- VP, Relationship Manager, J.P. Morgan Private Client @ (November 2023 - August 2024)
- VP, Relationship Manager @ (July 2023 - May 2024)
- Senior Relationship Manager @ (May 2012 - July 2023)
- AVP Investment Finance - Citi Private Bank @ (April 2007 - May 2012)
- AVP - Commercial Lending @ Far East National Bank (March 2002 - April 2007)
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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Top Private Family Office Employees
Fred Gluckman
Head of Family Office, COO and CFO
Los Angeles, CA, US
Kevin Wilkinson
Head of Finance
California, United States
Derrick Miles
Director of Health Security
Miami Beach, FL, US
Matt Davies
Head of Direct Investments and Public Equities
Brisbane, QLD, AU
Lila Lee
Vice President, Client Services
Washington, DC, US
Ryan Shi
Head of Investments
New York, NY, US
Tanya McGregor
Vice President and General Counsel
California, United States
Tim Carvosso
CFO
London, GB
Jessica MacLean
General Counsel and Chief Relationship Officer
Chicago, IL, US
Lynn Chiota
Head of Tax
Fairfield, CT, US
Adam Desilva
Partner
Dallas, TX, US
Cara Saxton
Partner, Operations
Santa Barbara, CA, US
Martina di Bert Sessa
Partner
Milan, IT
Matthew Semansky
General Manager
California, United States
Rimas Simonaitis
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Fletcher Sipple
VP
United States
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