Jim W.

Jim W. Email and Phone Number

Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary @
Jim W.'s Location
Phoenix, Arizona, United States, United States
Jim W.'s Contact Details

Jim W. phone numbers

About Jim W.

Wahl Financial, a Registered Investment Advisory and Fiduciary provides institutional clients consulting and advisory services normally available to large institutional clients and ultra high net worth individuals. Jim has 30 years of institutional money management and executive benefits experience. This experience is brought to bear on the target market.Strategic and tactical planning is employed for clients in areas such as; executive compensation; investment management; succession planning; buy-sell; qualified and non-qualified plans through utilization of a broad array of integrated services and products.Jim and his wife Kris participate in Philanthropy.

Jim W.'s Current Company Details
Wahl Financial

Wahl Financial

Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary
Jim W. Work Experience Details
  • Wahl Financial
    Director
    Wahl Financial Jan 2005 - Present
    Arizona, Oregon, Washington And New Mexico
    We provide institutional services, consulting and advisory services normally available only to large corporate entities and high net worth individuals. Jim's 30 year background servicing large institutional money management clients and their executive management groups is deployed for his clients.Strategic planning for; integration of retirement programs; COLI and BOLI Programs; executive compensation; incentive compensation; succession planning; and a broad array of integrated services and products are available to our clients. Jim also participates in Philanthropy.
  • Bank Of America And Us Bank
    Division Executive-Senior Vice President
    Bank Of America And Us Bank Jan 1985 - Dec 2001
    Responsible for Institutional Relationship Management for the Institutional Trust and Investment Divisions of Bank of America and US Bank.

Jim W. Education Details

Frequently Asked Questions about Jim W.

What company does Jim W. work for?

Jim W. works for Wahl Financial

What is Jim W.'s role at the current company?

Jim W.'s current role is Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary.

What is Jim W.'s direct phone number?

Jim W.'s direct phone number is +120639*****

What schools did Jim W. attend?

Jim W. attended University Of San Francisco, University Of San Francisco.

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