Joe James was recently hired as Vice President, Investment Services with Greater Texas Credit Union on January 16, 2020.
With over 27 years of investment services experience in various roles of increasing responsibility and authority, Mr. James most recently served as Agency Supervisory Officer for MassMutual South Texas in San Antonio. Having professional experience in sales, financial consulting, wealth management, compliance, and retail financial institution investment services management, Mr. James is highly-qualified to lead the Greater Texas/Aggieland Investment Center, focusing on member needs while assuring Top Tier member experiences.
Mr. James earned a Bachelor’s of Business Administration in Finance from The University of Texas at San Antonio, is a Certified Financial Planner and Certified Wealth Strategist, and is licensed for sales and supervision of all securities and insurance products. He was a Company Commander with the Texas Army National Guard based in San Antonio Texas, for 14 years, and is a passionate volunteer, serving most recently on the Auction Committee for the San Antonio Stock Exposition.
When asked about joining Greater Texas, Joe said, “I am excited to join the Greater Texas Credit Union team as it begins a new decade on a steady path of growth and success, Greater Texas’ mission to enhance the financial well-being of members is one thing that what drew me to the organization, and I believe my background as a leader in Wealth Management complements Greater Texas’ business objectives.”
Joe James hired as Vice President, Investment Services with Greater Texas Credit Union.