MAMMOTH FINANCIAL - Key Persons
Jim Woolley President & CEO | Certified Financial Planner™ 208.490.8586 208.329.7078 hello@mammoth.financial I am the founder of Mammoth Financial and handle all the planning and investment management. Contact me for advice or to relay trade instructions. Read more
Jim Woolley, CFP® is registered to conduct securities business in Arizona, California, Colorado, Florida, Hawaii, Idaho, Michigan, Montana, Oregon, South Carolina, Texas, Utah, Washington, Wisconsin and Wyoming. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.
Insurance-related services may only be provided to individuals residing in states in which Jim Woolley, CFP® is licensed.
Job Titles:
- VP Marketing & Operations
I handle our presence across the web, write copy for our emails and sometimes a blog post, and myriad other behind-the-scenes functions. I have a Bachelor's of Science in Business Administration with a concentration in Management Information Systems. I loved living in the Little Apple (Manhattan), Kansas in the 90s. Aggieville was always so quaint.
Job Titles:
- Vice President Client Experience
I handle the bulk of the administrative client tasks while ensuring our clients have excellent service response times. I have a Bachelor's of Arts in Psychology with a minor in Criminal Justice. I worked at Pacific Life for 17 years and did everything from processing new business applications to working on software stack implementation projects as a business systems analyst.