Mortgage Banker
Current
Independent Bank Mortgage
Jul 2010 - Present
AeroLeads people directory · profile
Jim Stone Email & Phone Number
CPA, CFP
at
ProPep Surgical
1 work email found
@treatyoakmortgage.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Jim Stone? Overview
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Quick answer
Jim Stone is listed as CPA, CFP at ProPep Surgical, based in Austin, Texas, United States. AeroLeads shows a work email signal at treatyoakmortgage.com and a matched LinkedIn profile for Jim Stone.
Jim Stone previously worked as Mortgage Banker at Independent Bank Mortgage and CFO, Board Member at Propep Surgical. Jim Stone holds Bs, Finance from Illinois State University.
Company email context
Email format at ProPep Surgical
This section adds company-level context without repeating Jim Stone's masked contact details.
{first}{last}@treatyoakmortgage.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Stone. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Financial Analysis, Due Diligence, Sec Filings, Accounting, and 18 others.
Current workplace
Jim Stone's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 29 years
Jim Stone work experience
A career timeline built from the work history available for this profile.
Cfo, Board Member
Current
Jun 2009 - Present
Ceo, Co-Founder
Treaty Oak Mortgage/Texas One Home Loans
2003 - 2010
~7 yrs
Tax Manager
1998 - 2003
~5 yrs
1997 - 1999
~2 yrs
2 education records
Jim Stone education
Bs, Finance
Illinois State University
Education record
Southern Illinois University Edwardsville
FAQ
Frequently asked questions about Jim Stone
Quick answers generated from the profile data available on this page.
What company does Jim Stone work for?
Jim Stone works for ProPep Surgical.
What is Jim Stone's role at ProPep Surgical?
Jim Stone is listed as CPA, CFP at ProPep Surgical.
What is Jim Stone's email address?
AeroLeads has found 1 work email signal at @treatyoakmortgage.com for Jim Stone at ProPep Surgical.
Where is Jim Stone based?
Jim Stone is based in Austin, Texas, United States while working with ProPep Surgical.
What companies has Jim Stone worked for?
Jim Stone has worked for Independent Bank Mortgage, Propep Surgical, Treaty Oak Mortgage/Texas One Home Loans, Ernst & Young, and Pricewaterhousecoopers.
How can I contact Jim Stone?
You can use AeroLeads to view verified contact signals for Jim Stone at ProPep Surgical, including work email, phone, and LinkedIn data when available.
What schools did Jim Stone attend?
Jim Stone holds Bs, Finance from Illinois State University.
What skills is Jim Stone known for?
Jim Stone is listed with skills including Financial Analysis, Due Diligence, Sec Filings, Accounting, Investments, Strategic Financial Planning, Tax, and Management.
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