James Moore, Aif® Email & Phone Number
@iscgroup.com
2 phones found area 214
LinkedIn matched
Who is James Moore, Aif®? Overview
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James Moore, Aif® is listed as Advisor and Retirement Plan Consultant at ISC Group, Inc., a with 57 employees, based in Laredo, Texas, United States. AeroLeads shows a work email signal at iscgroup.com, phone signal with area code 214, and a matched LinkedIn profile for James Moore, Aif®.
James Moore, Aif® previously worked as Advisor/Retirement Plan Consultant at Isc Group, Inc. and VP - Financial Center Manager at Chase. James Moore, Aif® holds Bba, Entrepreneurship/Management from Texas A&M University.
Email format at ISC Group, Inc.
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AeroLeads found 1 current-domain work email signal for James Moore, Aif®. Compare company email patterns before reaching out.
About James Moore, Aif®
I help business owners and executives ensure secure financial futures for themselves and their employees through strategies such as retirement plan optimization and implementation of NQDC needs, as well as promoting financial success through prudent and active wealth management.✔ Bachelor's in Business Administration from the Mays School at Texas A&M University. ✔ Series 7 General Securities Registration✔ Series 66 NASAA-Uniform Registration✔ Accredited Investment Fiduciary designation✔ General Lines Insurance license
Listed skills include Retirement Planning, Wealth Management, Personal Financial Planning, Strategic Financial Planning, and 31 others.
James Moore, Aif®'s current company
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James Moore, Aif® work experience
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Advisor/Retirement Plan Consultant
Introduced firm to executive benefits business resulting in significant new clientele and accelerated growth for diverse book. Manage approximately $800M, predominantly in retirement assets as one of 4-member investment committee. ISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corp (ISC), Member FINRA/SIPC. James Moore is a registered representative of ISC.
Vp - Financial Center Manager
Directed sales and compliance for staff of 28 in assigned branches. ✔️ Exceeded 100% of acquisition goals. ✔️ Met or exceeded 100% of sales goals. ✔️ Passed two internal compliance audits with scores over 90%.
Area Manager
Hired, trained, coached, and supervised staff of 18 achieving 1st and 2nd in new account acquisitions bank-wide each month.✔ Delivered 10+% net deposit growth.✔ Slashed employee attrition 30+%.✔ Mentored 2 employees into management positions.
Vp - Financial Center Manager
Generated top regional numbers in region of 21 branches in account acquisition, deposit growth, mortgage and consumer loan production, and business loan production despite being consistently short-staffed. ✔ Received 90% scores in two internal audits and one random FDIC surprise audit. ✔ Promoted to sales manager within 7 months.
Colleagues at ISC Group, Inc.
Other employees you can reach at iscgroup.com. View company contacts for 57 employees →
Reid Rottino
Colleague at Isc Group, Inc.United States
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Austin Hebert
Colleague at Isc Group, Inc.Schriever, Louisiana, United States
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Tiasa Group
Colleague at Isc Group, Inc.Argentina
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Ashley Ehler
Colleague at Isc Group, Inc.Greater Houston, United States
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Nancy Tork
Colleague at Isc Group, Inc.Stamford, Connecticut, United States
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Jack C. Hankins, "Corby"
Colleague at Isc Group, Inc.Dallas, Texas, United States
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Chris Tacey
Colleague at Isc Group, Inc.Mckinney, Texas, United States
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Maurine Cloutier
Colleague at Isc Group, Inc.Casper, Wyoming, United States
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David Tindi
Colleague at Isc Group, Inc.Qatar
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Raina Torrence
Colleague at Isc Group, Inc.St Louis, Missouri, United States
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James Moore, Aif® education
Bba, Entrepreneurship/Management
Cfp Designation, Certified Financial Planner Program
Frequently asked questions about James Moore, Aif®
Quick answers generated from the profile data available on this page.
What company does James Moore, Aif® work for?
James Moore, Aif® works for ISC Group, Inc..
What is James Moore, Aif®'s role at ISC Group, Inc.?
James Moore, Aif® is listed as Advisor and Retirement Plan Consultant at ISC Group, Inc..
What is James Moore, Aif®'s email address?
AeroLeads has found 1 work email signal at @iscgroup.com for James Moore, Aif® at ISC Group, Inc..
What is James Moore, Aif®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 214 for James Moore, Aif® at ISC Group, Inc..
Where is James Moore, Aif® based?
James Moore, Aif® is based in Laredo, Texas, United States while working with ISC Group, Inc..
What companies has James Moore, Aif® worked for?
James Moore, Aif® has worked for Isc Group, Inc., Chase, Ibc Bank, and Washington Mutual Bank.
Who are James Moore, Aif®'s colleagues at ISC Group, Inc.?
James Moore, Aif®'s colleagues at ISC Group, Inc. include Reid Rottino, Austin Hebert, Tiasa Group, Ashley Ehler, and Nancy Tork.
How can I contact James Moore, Aif®?
You can use AeroLeads to view verified contact signals for James Moore, Aif® at ISC Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did James Moore, Aif® attend?
James Moore, Aif® holds Bba, Entrepreneurship/Management from Texas A&M University.
What skills is James Moore, Aif® known for?
James Moore, Aif® is listed with skills including Retirement Planning, Wealth Management, Personal Financial Planning, Strategic Financial Planning, Investment Advisory, Financial Services, Retirement, and Investments.
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