Jim W.

Jim W. Email and Phone Number

Doctorate Candidate @ University of South Florida
Florida, United States
Jim W.'s Location
Greater Tampa Bay Area, United States
About Jim W.

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.

Jim W.'s Current Company Details
University of South Florida

University Of South Florida

View
Doctorate Candidate
Florida, United States
Jim W. Work Experience Details
  • University Of South Florida
    Doctorate Candidate
    University Of South Florida
    Florida, United States
  • University Of South Florida
    Doctorate Candidate
    University Of South Florida Jan 2022 - Present
    Tampa, Florida, United States
  • Chief Executive Officer
    "I Will" Sep 2015 - Present
    Florida
  • Branding Expert And Consultant
    "I Will" Jan 1998 - Present
    Florida, United States
    Developed, 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.
  • Valor Financial Securities
    Chairman And Ceo Of An Independent Broker-Dealer
    Valor Financial Securities Oct 2009 - Present
    Managing 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
  • Registered Investment Advisor
    Chairman And Ceo
    Registered Investment Advisor Sep 1995 - Present
    Chief 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.
  • Our Fallen Heroes Foundation
    Founder And Chairman Of The Board
    Our Fallen Heroes Foundation Dec 2004 - Present
    We 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
  • Various Profit And Non-Profit Organizations
    Chairman Of The Board Or Board Member
    Various Profit And Non-Profit Organizations Nov 1995 - Present
    Florida
    Provide 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.
  • Various Investment Firms
    Vice President And/Or Investment Advisor
    Various Investment Firms 1986 - 1995
  • Us Army
    Army Officer
    Us Army 1979 - 1991
    Active duty Army Officer from 197x through 198x. Captain. Reserve Officer from 198x through 199x MILITARY INTELLIGENCE
  • Nalco Chemcial Company
    Engineer Consultant And Sales
    Nalco Chemcial Company Jul 1984 - Sep 1986
    Engineering Consultant for Universities, Hospitals and Business for HVAC systems.Representative of the Year - Fortune 500 Company: Nalco Chemical (1985)

Jim W. Education Details

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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