Joe James Location
- Austin, TX, US
Joe James Work
- now
- 2020 - now Vice President @
- 2021 - now Vice President @ Greater Texas Insurance Solutions | Aggieland Insurance Solutions
- 2020 - now Vice President, Financial Solutions @
- 2017 - 2020 Agency Supervisory Officer @ MassMutual South Texas
- 2010 - 2017 Director Wealth Management @
- 2007 - 2010 Vice President, Wealth Manager @ Money Managers, Inc.
- 2000 - 2007 Financial Services Manager @
- 1998 - 2000 Financial Consultant @
- 1984 - 1998 Company Commander and Helicopter Pilot @
- 1997 - 1998 Financial Consultant @ Bank United Securities
- 1993 - 1997 Area Sales Representative @
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 - Marion Military Institute
A (General)
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 Financial Solutions, Greater Texas Insurance Solutions | Aggieland Insurance Solutions, Greater Texas Credit Union and MassMutual South Texas. 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 3 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Joe James?
Find contact details for 700 million professionals.
Others Named Joe James
Joe James
Chief Financial Officer
Toledo, OH, US
Joe James
Founder and CEO
London, 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 Credit Union Employees
Howard Baker
President and CEO
Austin, TX, US
Lisa Back
Chief Financial Officer
Austin, TX, US
Mary Joffre
Senior Human Resources Partner
Austin, TX, US
Sidney Henderson
Senior Vice President, Marketing
Austin, TX, US
Lauren Yost
Branch Manager
United States
Valarie Ivester
Director of Dealer Relations
Austin, TX, US
Stephanie Stout
Chief Member Experience Officer
Austin, TX, US
Paula Reed
Chair of the Board of Directors
Texas, United States
Benjamin Teske
EVP, Chief Lending Officer
Austin, TX, US
Garrett Gerard
Learning And Development Specialist
Austin, TX, US
Scott Willmott
Chief of Staff
De Pere, WI, US
J C.
Senior Total Rewards Analyst
Austin, TX, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co