Jim Wood
About Jim Wood
Jim Wood serves as a District Leader at Primerica Financial Services, where he has worked since 2009. He specializes in optimizing insurance products and offers financial services aimed at helping middle-income families achieve financial independence.
Work at Primerica
Jim Wood has served as a District Leader at Primerica Financial Services since 2009. In this role, he focuses on business development and operations to assist clients in achieving financial independence and building wealth. He provides complimentary Financial Needs Analysis to help clients identify opportunities for financial improvement. His specialization includes optimizing value in various insurance products, such as life, auto, home, and long-term care. Additionally, he aims to expand operations in the Seattle and Greater Puget Sound market by recruiting and training new associates.
Previous Experience in Financial Services
Before joining Primerica, Jim Wood worked at JP Morgan Chase as a Process Design Engineer Sr-OpEx from 2002 to 2008. He also held the position of Director of Information Management Services at Premera Blue Cross from 1998 to 2001. His experience in these roles contributed to his expertise in financial services and operations management.
Education and Expertise
Jim Wood has a diverse educational background. He studied at Washington State University, earning a Bachelor of Science in Computer Science from 1981 to 1984. He then pursued a Master's degree in Software Engineering at Seattle University from 1986 to 1989. Later, he completed an Executive MBA Program at the University of Washington, achieving a certificate from 1997 to 1998. This educational foundation supports his specialization in financial services and operations.
Background in Technology and Operations
Jim Wood has a strong background in technology and operations. He worked as an Enterprise Architect at U S WEST from 1996 to 1998. His role as a Process Design Engineer at JP Morgan Chase involved optimizing processes, which complements his current focus on financial services. His experience in these technical roles enhances his ability to provide effective financial solutions to clients.
Commitment to Financial Independence
Jim Wood is dedicated to helping middle-income families achieve financial independence and become debt-free. He offers asset management and investment services, which include mutual funds, retirement planning, and college funding. His commitment to client education and financial improvement is evident in his approach to financial services.