Will James Email & Phone Number
Chief Financial Officer
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Will James Location
- Austin, TX, US
Will James Work
- 2024 -now Chief Financial Officer @ SAJ Travel Planning
- 2020 -2024 Vice President, Product Management @
- 2018 -2020 Client Experience Manager @
- 2015 -2018 Senior Wealth Strategy Associate @
- 2013 -2015 Analyst @
- 2009 -2013 Director of Financial Planning @
- 2007 -2007 Underwriting Associate @
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.
Looking for a different Will James?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co