Jim Stone

Jim Stone Email and Phone Number

CPA, CFP @ ProPep Surgical
Jim Stone's Location
Austin, Texas, United States, United States
Jim Stone's Contact Details

Jim Stone work email

Jim Stone personal email

n/a
About Jim Stone

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.

Jim Stone's Current Company Details
ProPep Surgical

Propep Surgical

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CPA, CFP
Jim Stone Work Experience Details
  • Independent Bank Mortgage
    Mortgage Banker
    Independent Bank Mortgage Jul 2010 - Present
  • Propep Surgical
    Cfo, Board Member
    Propep Surgical Jun 2009 - Present
    Austin, Texas, Us
  • Treaty Oak Mortgage/Texas One Home Loans
    Ceo, Co-Founder
    Treaty Oak Mortgage/Texas One Home Loans 2003 - 2010
  • Ernst & Young
    Tax Manager
    Ernst & Young 1998 - 2003
    London, Gb
  • Pricewaterhousecoopers
    Senior Tax Consultant
    Pricewaterhousecoopers 1997 - 1999
    Gb
    Tax - Personal Financial Consulting Group

Jim Stone Skills

Financial Analysis Due Diligence Sec Filings Accounting Investments Strategic Financial Planning Tax Management Mortgage Lending Financial Reporting Finance Loans Forecasting Risk Management Strategic Planning Cpa Mergers And Acquisitions Start Ups Banking Sales Gaap Financial Modeling

Jim Stone Education Details

  • Illinois State University
    Illinois State University
    Finance
  • Southern Illinois University Edwardsville
    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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