James Wong Email & Phone Number
Founder @ The Founder's Chair
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James Wong Location
- United States
James Wong Work
- Founder @ (January 2024 - Present)
- Chief Marketing Officer @ (September 2025 - Present)
- Chief Strategy Officer @ (January 2024 - September 2025)
- Wholesale Consultant @ (January 2024 - Present)
- Area Executive Vice President @ (March 2018 - January 2024)
- President @ (June 2013 - March 2018)
- Senior VP, Platinum Distribution @ (January 2010 - May 2013)
- Senior VP, Life Sales @ (September 2008 - December 2009)
- Vice President @ Loyalty Performance Marketing (January 2004 - January 2006)
James Wong Education
- UC San Diego
BA (Economics)
1998-2002 - Troy High School 1994-1998
James Wong Skills
- 401(k) Retirement Savings Plans
- 401k
- Agency Development
- Brokers
- Business Planning
- Business Strategy
- Casualty
- Curated Networking
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Fixed Annuities
- Founder Mentorship
- Health Insurance
- Health Savings Accounts
- IRAs
- InsurTech Strategy
- Insurance
- Insurance Brokerage
- Investments
- Investor Relations
- Leadership
- Legal Liability
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Market Entry
- Marketing
- Partnership Development
- Pensions
- Pitch Development
- Property & Casualty Insurance
- Retirement
- Retirement Planning
- Sales
- Series 6
- Series 63
- Small Business
- Startup Fundraising Strategy
- Strategic Financial Planning
- Strategic Program Development
- Term Life Insurance
- Underwriting
- Universal Life
- Variable Annuities
- Venture Capital & Angel Investing
- Wealth Management
- Whole Life
- Team Building
- 401K Retirement Savings Plans
- Microsoft Office
- Long Term Care
- Property And Casualty Insurance
- Management
- Research
- 401 Retirement Savings Plans
James Wong Summary
- James Wong, based in United States, is currently a Founder at The Founder's Chair. James Wong brings experience from previous roles at TransGlobal Holding Co., Gallagher and Partners Advantage Insurance Services, LLC. James Wong holds a 1998 - 2002 BA in Economics @ UC San Diego. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Agency Development, Brokers, Business Planning and more. James Wong has 4 emails and 2 mobile phone numbers on RocketReach.
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