Jim W. Email and Phone Number
CEO of an Independent Broker Dealer and Registered Investment Advisor.Professional money management for higher net worth families and Corporate 401k's. Goal....serve our clients with honor, integrity and competence. Estate Planning.Education:Harvard Business School (OPM)West Point (USMA) BS EngineeringMarymount College of Northern Virginia MBA Program GPA 4.0/4.0Defense Intelligence Schools #2 Graduate GPA 4.0/4.0 Defense Contract Management School #1 Graduate GPA 4.0/4.0 Estate Planning. Insuring what you have goes to those who you want in a manner you want. Keeping your money out of the courts and lawyers hands as your estate settles.
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Doctorate CandidateUniversity Of South FloridaFlorida, United States -
Doctorate CandidateUniversity Of South Florida Jan 2022 - PresentTampa, Florida, United States -
Chief Executive Officer"I Will" Sep 2015 - PresentFlorida
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Branding Expert And Consultant"I Will" Jan 1998 - PresentFlorida, United StatesDeveloped, branded and trademarked the "I WILL" Brand currently used by Under Armour. Currently maintain rights to the Brand which I am willing to license to use. National Motivational Speaker on "I WILL get the job done." "I WILL not quit". "I WILL not make an excuse. "I WILL" presentations made for the Global Bank and Finance Company, "ING" as well as other Financial Services Company.
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Chairman And Ceo Of An Independent Broker-DealerValor Financial Securities Oct 2009 - PresentManaging Director/Principal.Securities Registrations and Insurance Licenses:Series 7 (General Securities Registration)Series 24 (General Securities Principal)Series 27 (Financial Principal (FINOP)Series 63 (Uniform Securities State Law)Series 65 (Uniform Investment Advisor)Series 79 (Investment Banker)Series 99 (Operations Principal)Investment Advisor RepresentativeInsurance Licensed in Life, Health and Variable Annuity
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Chairman And CeoRegistered Investment Advisor Sep 1995 - PresentChief Investment Officer and CEOOur money management firm utilizes a team approach with 3 Master Degrees. One team member is a Harvard MBA another is a Harvard OPM. We follow a disciplined strategy of managing portfolio risk first, then we seek a return on investment. We use the only money management theory to win the Nobel Prize in Economics for Portfolio Management and combine it with our own dynamic evaluation of the global economic picture. This combination results in allocating more assets to sectors we deem to be in demand based on global economic conditions. National Guest Speaker on global economic matters for Index Universe and ING.
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Founder And Chairman Of The BoardOur Fallen Heroes Foundation Dec 2004 - PresentWe work to help the families of fallen heroes in the war against terror. We have been joined by Coach Pat Ruel, formerly,USC Trojans and now of the Seatle Seahawks, The Tampa Bay Lightning, Coach John Tortarella of the New York Rangers, members of business and contributors from around the country to help those families in need. Survivors of Fallen Heroes lose their spouse and then they lose their support group when they are asked to leave a military base. If the deceased service member is national guard or military reserves they may have some support group around the hometown, but most support groups with time begin to channel efforts on new fallen heroes. We stay with the families by supporting them with friendship, emotional strength and some financial assistance. Those who serve on the Board do so as unpaid volunteers. Most are veterans from WWII, Korea, Viet Nam or peacetime. We believe in continuing our service to country by helping these widows and orphans. www.ourfallenheroes.org
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Chairman Of The Board Or Board MemberVarious Profit And Non-Profit Organizations Nov 1995 - PresentFloridaProvide my unique skills to guide the tactical and strategic goals of (3) for profit corporations and (3) non-profit organizations. These include the Red Cross of Polk County (2006-2007), The Sunshine Foundation (2006), The Our Fallen Heroes Foundation (2004-Present) and several of my own businesses.
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Vice President And/Or Investment AdvisorVarious Investment Firms 1986 - 1995
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Army OfficerUs Army 1979 - 1991Active duty Army Officer from 197x through 198x. Captain. Reserve Officer from 198x through 199x MILITARY INTELLIGENCE -
Engineer Consultant And SalesNalco Chemcial Company Jul 1984 - Sep 1986Engineering Consultant for Universities, Hospitals and Business for HVAC systems.Representative of the Year - Fortune 500 Company: Nalco Chemical (1985)
Jim W. Education Details
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Engineering -
Gpa 4.0/4.0 (A) -
Department Of Defense Intelligence SchoolGpa 4.0/4.0 (A) -
Department Of Defense Contract Management SchoolGpa 4.0/4.0 (A) -
3.9/4.0
Frequently Asked Questions about Jim W.
What company does Jim W. work for?
Jim W. works for University Of South Florida
What is Jim W.'s role at the current company?
Jim W.'s current role is Doctorate Candidate.
What schools did Jim W. attend?
Jim W. attended Harvard Business School, United States Military Academy At West Point, Marymount University, Department Of Defense Intelligence School, Department Of Defense Contract Management School, University Of South Florida.
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Jim Fitzhenry
Buffalo, Ny -
1att.net
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