Will James Email & Phone Number
Chief Financial Officer
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Will James Location
- Austin, TX, US
Will James Work
- Chief Financial Officer @ SAJ Travel Planning (October 2024 - Present)
- Vice President, Product Management @ (December 2020 - October 2024)
- Client Experience Manager @ (April 2018 - December 2020)
- Senior Wealth Strategy Associate @ (January 2015 - April 2018)
- Analyst @ (June 2013 - January 2015)
- Director of Financial Planning @ (March 2009 - June 2013)
- Underwriting Associate @ (May 2007 - August 2007)
Will James Education
- The University of Georgia
Bachelor of Science (B.S.) (Financial Planning)
2004-2008
Will James Skills
- Series 3
- Underwriting
- Program Management
- Bvi
- Reinsurance
- Employee Stock Options
- Security Clearance
- Defense
- Junxure
Will James Summary
- Will James, based in Austin, TX, US, is currently a Chief Financial Officer at SAJ Travel Planning. Will James brings experience from previous roles at LPL Financial and UBS. Will James holds a 2004 - 2008 Bachelor of Science (B.S.) in Financial Planning @ The University of Georgia. With a robust skill set that includes Series 3, Underwriting, Program Management, Bvi, Reinsurance and more. Will James has 2 emails and 3 mobile phone numbers on RocketReach.
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