Joe James Email & Phone Number
Vice President @ Greater Texas Financial Solutions
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Joe James Location
- Austin, TX, US
Joe James Work
- Vice President @ (May 2020 - Present)
- Vice President @ Greater Texas Insurance Solutions | Aggieland Insurance Solutions (December 2021 - Present)
- Vice President, Financial Solutions @ (January 2020 - Present)
- Agency Supervisory Officer @ MassMutual South Texas (July 2017 - January 2020)
- Director Wealth Management @ (February 2010 - July 2017)
- Vice President, Wealth Manager @ Money Managers, Inc. (July 2007 - February 2010)
- Financial Services Manager @ (December 2000 - July 2007)
- Financial Consultant @ (July 1998 - December 2000)
- Company Commander and Helicopter Pilot @ (May 1984 - July 1998)
- Financial Consultant @ Bank United Securities (November 1997 - June 1998)
- Area Sales Representative @ (July 1993 - November 1997)
Joe James Education
- The University of Texas at Austin
Innovator Certification Course (Innovation)
2013-2013 - The University of Texas at San Antonio
BBA (Finance)
1987-1994 - United States Army Aviation Center of Excellence
Army Aviator (Initial Entry Rotary Wing Training)
1990-1991 - Marion Military Institute
A (ROTC, FC)
1982-1984
Joe James Skills
- Customer Relationship Management (CRM)
- Financial Planning Software
- Business Development
- Retirement Planning
- Investment Advisory
- Sales
- Wealth Management
- Life Insurance
- Management
- Financial Advisory
- Microsoft Office
- Business Relationship Management
- Analytical Skills
- Customer Service
- Team Leadership
- Investments
- Wealth Management Services
- Sales Management
- Retirement Plan Consulting
- Executive Management
- Certified Financial Planner
- Separately Managed Accounts
- Team Building
- Leadership
- Risk Management
- Investment Strategies
- Asset Allocation
- Business Process Management
- Certified Public Manager
- Military
- Security Clearance
Joe James Summary
- Joe James, based in Austin, TX, US, is currently a Vice President at Greater Texas Financial Solutions. Joe James brings experience from previous roles at Greater Texas Insurance Solutions | Aggieland Insurance Solutions, Greater Texas Credit Union, MassMutual South Texas and USAA. Joe James holds a 2013 - 2013 Innovator Certification Course in Innovation @ The University of Texas at Austin. With a robust skill set that includes Customer Relationship Management (CRM), Financial Planning Software, Business Development, Retirement Planning, Investment Advisory and more. Joe James has 5 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Joe James?
Find contact details for 700 million professionals.
Others Named Joe James
Joe James
Vice President
Austin, TX, US
Joe James
President
Columbia, SC, US
Joe James
SVP Product
Wilmslow, GB
Joe James
Chief Financial Officer
Toledo, OH, US
Joe James
Founder and CEO
London, England, GB
Joe James
Chief Executive Officer
Sydney, NSW, AU
Joe James
Founder
Washington, DC, US
Joe James
Regional President
Kansas City, MO, US
Joe James
CEO
Los Angeles, CA, US
Top Greater Texas Financial Solutions Employees
Joe James
Vice President
Austin, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co