James Zheng Wang

Current Employers

Employment History

• 12/2024 → Present
  Bixy Wealth Llc
  San Mateo, CA
• 03/2024 → 08/2025
  Bill Holdings
  San Jose, CA
• 10/2022 → 01/2024
  Velocity Global
  Palo Alto, CA
• 11/2021 → 07/2022
  317 Labs
  Los Angeles, CA
• 11/2018 → 10/2021
  Twilio
  San Francisco, CA
• 09/2017 → 11/2018
  Cisco Systems
  San Jose, CA
• 01/2015 → 09/2017
  N/A
  Evanston, IL
• 09/2025 → Present
  Okta, Inc.
  San Francisco, CA

Other Businesses

James Wang has been the Sr Director of Revenue Strategy at OKTA, Inc. since September 2025. This activity accounts for approximately 35 hours per week, the majority of which occurs during trading hours. This may create a potential conflict of interest in that James Wang dedicates certain hours of trading time to this outside business activity. This conflict is mitigated as BW does not execute trades on behalf of Clients. The address of OKTA, Inc. is 100 First Street, 6th Floor, San Francisco, CA 94105. BILL Holdings is a leading independent identity and access management (IAM) company and Mr. Wang is responsible for the strategy of the go-to-market teams, including Marketing, Sales, and Customer Success.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-28