Will James Location
Austin, TX, US
Will James Work
- 2024 - now Chief Financial Officer @ SAJ Travel Planning
- 2020 - 2024 Vice President, Product Management @ LPL Financial
- 2018 - 2020 Client Experience Manager @ UBS Group AG
- 2015 - 2018 Senior Wealth Strategy Associate @ UBS Group AG
- 2013 - 2015 Analyst @ UBS Group AG
- 2009 - 2013 Director of Financial Planning @ Horizon Financial Group
- 2007 - 2007 Underwriting Associate @ IBERIABANK
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 2 mobile phone numbers on RocketReach.
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