Jim Roberson

Q: What is Jim Roberson email address?

Email Jim Roberson at jaroberson@cox.net and jroberson@trcfinancial.com. This email is the most updated Jim Roberson email found in 2026.

Q: How to contact Jim Roberson?

To contact Jim Roberson send an email to jaroberson@cox.net or jroberson@trcfinancial.com. If you want to call Jim Roberson try calling on +19039267318 and +18173007208.

Principal at BOLI Rescue | Orange County, California, United States

About Jim Roberson

Jim Roberson serves as Principal at TRC Financial and BOLI Rescue, where he leverages his extensive expertise in life insurance and wealth accumulation strategies to deliver tailored financial solutions for affluent individuals, families, and privately held companies. With a strong foundation in business development and management, Jim plays a pivotal role in guiding client advisors through the complexities of designing and funding life insurance products, particularly focusing on Bank-Owned Life Insurance (BOLI) strategies that enhance corporate financial stability and employee benefits.

At BOLI Rescue, Jim is instrumental in spearheading key projects that aim to optimize BOLI portfolios for financial institutions, ensuring they align with evolving regulatory standards and market conditions. His deep understanding of the intricacies of life insurance products allows him to provide clients with innovative strategies that not only protect their assets but also facilitate wealth accumulation and business continuity.

As a co-founder of Drawloop Technologies, Inc., which was successfully acquired by Nintex, Jim has demonstrated a keen ability to identify market needs and develop solutions that drive efficiency and value. His entrepreneurial spirit and leadership skills are further complemented by his commitment to mentoring the next generation of business leaders at the USC Marshall School of Business, where he is an esteemed alum. Jim's dedication to education is reflected in his pride as a parent of graduates from USC Marshall, USC Viterbi School of Engineering, and The University of Tennessee College of Nursing, showcasing his belief in the transformative power of education and professional growth. Through his multifaceted roles, Jim Roberson continues to make significant contributions to the financial services industry, driving innovation and fostering lasting relationships with clients and colleagues alike.

Jim Roberson Work

Principal at BOLI Rescue in June 2018 to Present

Principal at TRC Financial in May 1995 to Present

Co-Founder (Drawloop Technologies, Inc.) at Nintex in April 2000 to June 2018

Jim Roberson Skills

Management

Business Development

Leadership

About Jim Roberson's Current Company

BOLI Rescue

Discover more about BOLI Rescue

Frequently Asked Questions about Jim Roberson

What is Jim Roberson email address?

Email Jim Roberson at [email protected] and [email protected]. This email is the most updated Jim Roberson email found in 2026.

What is Jim Roberson phone number?

Jim Roberson phone number is +19039267318 and +18173007208.

How to contact Jim Roberson?

To contact Jim Roberson send an email to [email protected] or [email protected]. If you want to call Jim Roberson try calling on +19039267318 and +18173007208.