Jim Wallace Indiana

Indianapolis, IN

Jim Wallace, a long-time resident of Fishers, Indiana, possesses more than two decades of experience in the financial services industry. Jim Wallace is currently President of The Wellesley Group, Inc., based in Indianapolis, Indiana. He also recently served as President and Chief Executive Officer of TWG Capital, Inc., as well as creating Direct Connect™, an affiliate company of The Wellesley Group.

After serving his country as a Combat Aviation Officer in the United States Army, Mr. Wallace's first foray into the business world came with positions at Bain & Company, Inc., and consulting firm Ernst & Young. He then joined Wellpoint, Inc., as Vice President of Strategy, and SpecialMed, Inc., as Chief Operating Officer. From 1997 to 2000, Mr. Wallace served in several capacities for Conseco, Inc., from Vice President of Operations to Chief-of-Staff of Conseco Health. He founded TWG Capital, Inc. in 2000.

At TWG Capital, Inc., an affiliate of The Wellesley Group, Jim Wallace provides consulting and financial services for companies in the entertainment and insurance fields. Seeing a need for a more direct marketing and consumer messaging system, Mr. Wallace created Direct Connect™, which streamlines the process of interacting with clients. Direct Connect™ assigns a dedicated team to a client's account and tailors an interface that is linked to a client's website. By doing this, they are able to assist with document uploads, e-mail scheduling, facilitating service requests, and report generation.

In recognition of his accomplishments, Jim Wallace has received numerous accolades for his work, including an educational scholarship for top associates at Bain & Company, Inc. During his time in the United States Army, Mr. Wallace was promoted to captain and received medals for Army Commendation, Army Achievement, and Meritorious Service.

  • Work
    • The Wellesley Group Inc
  • Education
    • Harvard University