Jim Stone work email
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Jim Stone personal email
Jim is a co-founder of a successful mortgage banking company that was formed in 2003. This mortgage company was merged into Independent Bank during 2010. Previously, Jim served on the board of directors of a local community bank in Austin, TX from 2005-2009. In addition, Jim helped bring together the management team & capital funding needs for Propep Surgical from an idea stage company to a commericially successful medical device company. He is the CFO of this medical device company and sits on its board of directors. Jim previously worked for PriceWaterhouseCoopers and Ernst & Young where he was responsible for the management of high net worth individuals & families investment assets. He gained extensive experience in the management of assets, negotiation of business transactions, legal structuring, tax, and risk management for multiple projects in diversified business areas while he worked at the two Big Five accounting firms. Jim is a licensed CPA & Certified Financial Planner. Jim graduated from Illinois State University with a Bachelors Degree in Finance and attended Southern Illinois University-Edwardsville for post-graduate education in accounting.
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Mortgage BankerIndependent Bank Mortgage Jul 2010 - Present
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Cfo, Board MemberPropep Surgical Jun 2009 - PresentAustin, Texas, Us -
Ceo, Co-FounderTreaty Oak Mortgage/Texas One Home Loans 2003 - 2010
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Tax ManagerErnst & Young 1998 - 2003London, Gb -
Senior Tax ConsultantPricewaterhousecoopers 1997 - 1999GbTax - Personal Financial Consulting Group
Jim Stone Skills
Jim Stone Education Details
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Illinois State UniversityFinance -
Southern Illinois University Edwardsville
Frequently Asked Questions about Jim Stone
What company does Jim Stone work for?
Jim Stone works for Propep Surgical
What is Jim Stone's role at the current company?
Jim Stone's current role is CPA, CFP.
What is Jim Stone's email address?
Jim Stone's email address is ji****@****age.com
What schools did Jim Stone attend?
Jim Stone attended Illinois State University, Southern Illinois University Edwardsville.
What skills is Jim Stone known for?
Jim Stone has skills like Financial Analysis, Due Diligence, Sec Filings, Accounting, Investments, Strategic Financial Planning, Tax, Management, Mortgage Lending, Financial Reporting, Finance, Loans.
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