
Jim Wong Chfc
I have outstanding relationship management skills, solid financial service product knowledge and proven sales skills that will leverage... | Colorado Springs, Colorado, United States
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Jim Wong Chfc’s Emails jc****@my****.com
Jim Wong Chfc’s Phone Numbers No phone number available.
Social Media
Jim Wong Chfc’s Location Colorado Springs, Colorado, United States
Jim Wong Chfc’s Expertise I have outstanding relationship management skills, solid financial service product knowledge and proven sales skills that will leverage any company's solutions to assist the clients in meeting their financial goals.
Jim Wong Chfc’s Current Industry Insight Advisors
Jim
Wong Chfc’s Prior Industry
Axa Advisors
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Jw Financial Services
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The Atlantic Club
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Td Ameritrade
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Pnc Investments
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Insight Advisors
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Work Experience

Insight Advisors
Private Wealth Manager
Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pnc Investments
Senior Financial Advisor
Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Td Ameritrade
Investment Consultant
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
The Atlantic Club
Tennis Instructor
Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Jw Financial Services
Financial Consultant
Sat Jul 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Axa Advisors
Reg. Rep
Wed Jan 01 1986 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)