Joseph T. M.

Joseph T. M. Email and Phone Number

CEO J. Moss and Co./A registered Investment Advisory Firm @
Joseph T. M.'s Location
Atlanta Metropolitan Area, United States
Joseph T. M.'s Contact Details

Joseph T. M. personal email

n/a
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."

Joseph T. M.'s Current Company Details
J. Moss and Co, an Investment Advisory Firm

J. Moss And Co, An Investment Advisory Firm

CEO J. Moss and Co./A registered Investment Advisory Firm
Joseph T. M. Work Experience Details
  • J. Moss And Co, An Investment Advisory Firm
    Chief Executive Officer
    J. Moss And Co, An Investment Advisory Firm Aug 1994 - Present
    Atlanta, Georgia, United States
  • Touchmark National Bank
    Svp Cre And Sba Lender
    Touchmark National Bank Nov 2020 - Dec 2023
    Atlanta Metropolitan Area
    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.
  • First National Community Bank
    Managing Director Of Sba
    First National Community Bank Aug 2019 - Oct 2020
    Atlanta Metropolitan Area
    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.
  • Embassy National Bank
    President
    Embassy National Bank Sep 2009 - Aug 2017
    Lawrenceville, Ga
    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.
  • Appalachian Community Bank
    President And Coo
    Appalachian Community Bank Jun 2005 - Sep 2007
    Ellijay, Georgia
    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.
    View

Joseph T. M. Skills

Loans Banking Anti Money Laundering Portfolio Management Executive Management Credit Commercial Banking Strategic Planning Financial Analysis Commercial Lending Leadership Strategy Budgets Risk Management Management Managerial Finance Business Development Financial Institutions Sales Credit Analysis Cash Management Mortgage Lending Bank Secrecy Act Real Estate Hotel Financing Change Management Sba Treasury Management Small Business Lending Profit Maximization Board Development Finance Commercial Mortgages Financial Modeling Check Cashing Regulatory Affairs Commercial Real Estate Workout Management Consulting Accounting Troubled Bank Turnaorund International Business Startup Development Mortgage Compliance Capital Structure Team Building Bank Consulting Credit Unions Corporate Finance Financial Advisory Strategy Execution

Joseph T. M. Education Details

Frequently Asked Questions about Joseph T. M.

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 the current company?

Joseph T. M.'s current role is CEO J. Moss and Co./A registered Investment Advisory Firm.

What is Joseph T. M.'s email address?

Joseph T. M.'s email address is jm****@****ast.net

What schools did Joseph T. M. attend?

Joseph T. M. attended Finra, Emory University, Georgia State University, The Wharton School.

What skills is Joseph T. M. known for?

Joseph T. M. has skills like Loans, Banking, Anti Money Laundering, Portfolio Management, Executive Management, Credit, Commercial Banking, Strategic Planning, Financial Analysis, Commercial Lending, Leadership, Strategy.

Not the Joseph T. M. you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.