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Jim Wilson Location
Roseville, CA, US
Jim Wilson Work
2026 -now Chairman @
2014 -2026 Partner and CEO @
2000 -2014 Senior Vice President, Director of Private Banking @
1990 -2000 Private Banker @
Jim Wilson Education
Saint Mary's College of California
Bachelor of Science (BS) (Business Administration and Management, General)
1986-1990
Jim Wilson Skills
Wealth Management
Banking
Commercial Lending
Private Banking
Loans
Commercial Banking
Credit
Management
Strategic Planning
Small Business Lending
Credit Analysis
Leadership
Portfolio Management
Treasury Management
Business Strategy
Consumer Lending
Loan Origination
Mortgage Lending
Team Leadership
Small Business
Mortgage Banking
Investments
Planning
Project Management
Capital
Microsoft Office
Research
Customer Service
Jim Wilson Summary
Jim Wilson, based in Roseville, CA, US, is currently a Chairman at Bluespring Wealth Partners. Jim Wilson brings experience from previous roles at Capital Planning Advisors, Mechanics Bank and Bank of America. Jim Wilson holds a 1986 - 1990 Bachelor of Science (BS) in Business Administration and Management, General @ Saint Mary's College of California. With a robust skill set that includes Wealth Management, Banking, Commercial Lending, Private Banking, Loans and more. Jim Wilson has 1 emails and 3 mobile phone numbers on RocketReach.
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