James L Email & Phone Number
President and CEO @ Totus Wealth Management
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James L Location
- Houston, TX, US
James L Work
- 2021 -now President and CEO @
- 2016 -2021 President and CEO @
- 2016 -2021 President and CEO @ MassMutual Texas Gulf Coast
- 2014 -2016 Managing Partner @ MetLife Premier Client Group of Houston
- 2010 -2014 Executive Director, Regional Sales Manager @
- 2000 -2010 Branch Manager @
- 1996 -2000 Sales Representative @
James L Education
- Palm Beach Atlantic University
M.B.A.
1997-1999 - University of Florida
B.S.
1989-1991
James L Skills
- Customer Service
- Strategic Planning
- Strategy
- Sales
- Program Development
- Strategic Partnerships
- Leadership
- Corporate Finance
- Forecasting
- Marketing
James L Summary
- James L, based in Houston, TX, US, is currently a President and CEO at Totus Wealth Management. James L brings experience from previous roles at Gulf Coast Wealth Management, MassMutual Texas Gulf Coast, MetLife Premier Client Group of Houston and UBS. James L holds a 1997 - 1999 M.B.A. @ Palm Beach Atlantic University. With a robust skill set that includes Customer Service, Strategic Planning, Strategy, Sales, Program Development and more. James L has 3 emails and 3 mobile phone numbers on RocketReach.
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