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James Wong Location
United States
James Wong Work
2024 -now Founder @
2025 -now Chief Marketing Officer @
2024 -now Wholesale Consultant @
2024 -2025 Chief Strategy Officer @
2018 -2024 Area Executive Vice President @
2013 -2018 President @
2010 -2013 Senior VP, Platinum Distribution @
2008 -2009 Senior VP, Life Sales @
2004 -2006 Vice President @ Loyalty Performance Marketing
James Wong Education
UC San Diego
BA (Economics)
1998-2002
Troy High School 1994-1998
James Wong Skills
Marketing
Leadership
Sales
Fixed Annuities
Life Insurance
Insurance
Disability Insurance
Term Life Insurance
Retirement Planning
Underwriting
Long-term Care
Retirement
Estate Planning
Health Insurance
Employee Benefits
Universal Life
Wealth Management
Property & Casualty Insurance
Investments
Casualty
Strategic Financial Planning
Legal Liability
Financial Planners
Long Term Care Insurance
Whole Life
Variable Annuities
IRAs
Insurance Brokerage
Brokers
401k
Financial Advisory
Pensions
Series 63
Health Savings Accounts
Series 6
Small Business
Team Building
Financial Planning
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 Marketing, Leadership, Sales, Fixed Annuities, Life Insurance and more. James Wong has 4 emails and 2 mobile phone numbers on RocketReach.
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