Jim Wilson Email & Phone Number

Chairman @ Bluespring Wealth Partners

5 free lookup(s).

Jim Wilson Location

Roseville, CA, US

Jim Wilson Work

2026 - now Chairman @ Bluespring Wealth Partners
2014 - 2026 Partner and CEO @ Capital Planning Advisors
2000 - 2014 Senior Vice President, Director of Private Banking @ Mechanics Bank
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1990 - 2000 Private Banker @ Bank of America
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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

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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 2 mobile phone numbers on RocketReach.

Jim Wilson Phone Numbers

Found 3 phone numbers

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San Francisco, CA, US
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CEO at Saratoga Financial Systems

Hot Springs, AR, US
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Jim Wilson

Chairman at Bluespring Wealth Partners

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Rochelle Levy

Chief Compliance Officer at Bluespring Wealth Partners

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Jonathan Bartholomew

Strategic Relationship Director at Bluespring Wealth Partners

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Austin, TX, US
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