Chief Executive Officer
Current
J. Moss And Co, An Investment Advisory Firm
Aug 1994 - Present
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Joseph T. M. Email & Phone Number
CEO J. Moss and Co./A registered Investment Advisory Firm
at
J. Moss and Co, an Investment Advisory Firm
1 work email found
@comcast.net
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
J. Moss and Co, an Investment Advisory Firm
Role
CEO J. Moss and Co./A registered Investment Advisory Firm
Location
Atlanta Metropolitan Area, United States
Who is Joseph T. M.? Overview
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Joseph T. M. is listed as CEO J. Moss and Co./A registered Investment Advisory Firm at J. Moss and Co, an Investment Advisory Firm, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Joseph T. M..
Joseph T. M. previously worked as Chief Executive Officer at J. Moss And Co, An Investment Advisory Firm and SVP CRE and SBA Lender at Touchmark National Bank. Joseph T. M. holds Series 65, Accounting And Finance from Finra.
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*@comcast.net
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Profile bio
About Joseph T. M.
During a banking and finance career of over 40 years, Joe has assisted thousands of small business owners to achieve their dreams in a diverse cross array of industries and ethnicities. As a FINRA registered Investent Advisor, he has now created the Investment Advisory Firm of J Moss and Co to further assist both individuals and small businesses.Joe has served as President, Board Member and Shareholder of multiple Community Banks and Financial Service Companies. He and his wife have also been small business owners themselves risking their own capital in various pursuits. In banking, Joe has been responsible managing the the internal affairs of various fiancial service companies.In a short time, the Firm has been assigned fudiciary control of over $3,000,000 in assets.“We have a strong desire to assist individuals, families and their businesses in charting their financial future. Learning from all of my experiences, both good and bad, I can provide a hands on real world perspective to financial issues."
Listed skills include Loans, Banking, Anti Money Laundering, Portfolio Management, and 46 others.
Current workplace
Joseph T. M.'s current company
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J. Moss And Co, An Investment Advisory Firm
5 roles
Joseph T. M. work experience
A career timeline built from the work history available for this profile.
Svp Cre And Sba Lender
Touchmark National Bank
Built both SBA 7A and CRE portfolios on a nationwide basis. Successful in designing hybrid structures to include Bridge loans to 7A and adding conventional component to add to the 7A loan. Included both 504 loans and conventional loans for new construction. Focus was on real estate collateral.
Nov 2020 - Dec 2023
Managing Director Of Sba
First National Community Bank
Managed the SBA Portfolio consisting of $35 mm in 7-A loans. During the first year originated $15 mm in 7A loans and received authorizations on an additional $10 mm in loans. Volume increases were done without any increases in past due or problem loans.
Aug 2019 - Oct 2020
President
Embassy National Bank
Led an SBA 7-a loan program targeted to the South Asian Demographic, developed BSA Check Casher product line, became THE Bank for top line Fintech companies, developed and implemented strategic goals, doubled profits for four consecutive years, reduced Texas ratio from 80 per cent to under 5 per cent, and became a top performing community bank in Georgia. Also managed Board of Directors and developed strong regulatory partnerships. Delivered three consecutive years of dividends to shareholders.
Sep 2009 - Aug 2017
President And Coo
President and COO of a $800 mm community bank and thrift holding company in North Georgia. Expanded to 13 banking locations in North GA, Tennessee and North Carolina.Led a $16 mm public equity offering designed to raise required capital for future growth.
Jun 2005 - Sep 2007
4 education records
Joseph T. M. education
Series 65, Accounting And Finance
Finra
Ba, Economics And Finance
Mba, Finance
Financial Management Of Financial Institutions
FAQ
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Quick answers generated from the profile data available on this page.
What company does Joseph T. M. work for?
Joseph T. M. works for J. Moss and Co, an Investment Advisory Firm.
What is Joseph T. M.'s role at J. Moss and Co, an Investment Advisory Firm?
Joseph T. M. is listed as CEO J. Moss and Co./A registered Investment Advisory Firm at J. Moss and Co, an Investment Advisory Firm.
What is Joseph T. M.'s email address?
AeroLeads has found 1 work email signal at @comcast.net for Joseph T. M. at J. Moss and Co, an Investment Advisory Firm.
Where is Joseph T. M. based?
Joseph T. M. is based in Atlanta Metropolitan Area, United States while working with J. Moss and Co, an Investment Advisory Firm.
What companies has Joseph T. M. worked for?
Joseph T. M. has worked for J. Moss And Co, An Investment Advisory Firm, Touchmark National Bank, First National Community Bank, Embassy National Bank, and Appalachian Community Bank.
How can I contact Joseph T. M.?
You can use AeroLeads to view verified contact signals for Joseph T. M. at J. Moss and Co, an Investment Advisory Firm, including work email, phone, and LinkedIn data when available.
What schools did Joseph T. M. attend?
Joseph T. M. holds Series 65, Accounting And Finance from Finra.
What skills is Joseph T. M. known for?
Joseph T. M. is listed with skills including Loans, Banking, Anti Money Laundering, Portfolio Management, Executive Management, Credit, Commercial Banking, and Strategic Planning.
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