2012 -now CEO and President @ Incight Strategic Consulting
2018 -now Author and Speaker @ The Financial Pocketknife
2024 -now Podcast Host - Covering Your Six (coveringyoursix.com) @ Covering Your Six
2015 -now Founder @ Incight Financial Alliance
2021 -2025 Founder and CEO @
2020 -2022 President and CEO @ AOG Re, Inc
2013 -2020 Adjunct Instructor - College of Business @ University of South Florida - St. Petersburg
2006 -2012 President of Global Initiatives and WFG @ Transamerica Life and Protection
2006 -2012 Vice President @ WFG Reinsurance, Limited
2006 -2008 Founding President @ Investment Advisors International
2004 -2006 Director of Marketing @ Western Reserve Life
2002 -2004 Independent Financial Advisor @ West Coast Financial
2000 -2002 Vice President and General Manager @ Great Companies, LLC
1993 -1998 Supervisor of Retirement Plans @
Jim Stoddard Education
The American College of Financial Services
CLU (Insurance)
2008-2008
The American College of Financial Services
ChFC (Financial Planning)
2006-2007
University of South Florida Muma College of Business
MBA (Entrepreneurship, International Business, Management)
1998-2000
University of South Florida
BA (Finance, Economics)
1991-1994
Jim Stoddard Skills
Strategic Planning
Start-ups
Business Development
Entrepreneurship
Management
Retirement Planning
Business Strategy
Business Planning
Team Building
Risk Management
Marketing Strategy
Sales Management
New Business Development
Coaching
Team Leadership
Process Improvement
Fixed Annuities
Investments
Management Consulting
Insurance
Social Media
Registered Investment Advisor
Sales
Start Ups
Business Analysis
Mutual Funds
Marketing
Project Management
Research
Services
RIA
Business Process Improvement
Jim Stoddard Summary
Jim Stoddard, based in Saint Petersburg, FL, US, is currently a CEO and President at Incight Strategic Consulting. Jim Stoddard brings experience from previous roles at The Financial Pocketknife, Covering Your Six, Incight Financial Alliance and Financial Advisor On Call. Jim Stoddard holds a 2008 - 2008 CLU in Insurance @ The American College of Financial Services. With a robust skill set that includes Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management and more. Jim Stoddard has 1 mobile phone numbers on RocketReach.
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