James Joyce, Cfp
About James Joyce, Cfp
James Joyce is the Executive Vice President of Life Insurance at Lion Street, where he has worked since 2010. He has a background in finance and has held various leadership roles in the financial services industry, including at National Financial Partners.
Current Role at Lion Street
James Joyce serves as the Executive Vice President of Life Insurance at Lion Street, a position he has held since 2010. In this role, he oversees the Life Insurance business, which includes managing carrier relationships, life operations, and marketing teams. His leadership has been pivotal in leveraging group buying power to benefit Lion Street's Advisor-Owners. Joyce is also a founding employee of Lion Street, contributing to the establishment of a collaborative network of 120 firms that specialize in Wealth Transfer, Wealth Management, and Executive Benefits.
Previous Experience at National Financial Partners
Prior to his tenure at Lion Street, James Joyce worked at National Financial Partners from 2005 to 2008 as the Assistant Vice President of Premium Finance & Advanced Sales. During his three years there, he played a significant role in advanced sales and premium finance, which provided him with valuable experience in the financial services sector. His work at National Financial Partners laid the groundwork for his later contributions at Lion Street.
Education and Certification
James Joyce graduated from Baylor University - Hankamer School of Business, where he earned a Bachelor of Business Administration (BBA) degree with a focus on Finance, Financial Services, and Planning from 1998 to 2002. He is also a Certified Financial Planner® (CFP), demonstrating his expertise in financial planning and advisory services. This educational background supports his role in overseeing life insurance operations and strategic initiatives.
Industry Involvement and Leadership
James Joyce is actively involved in the financial services industry, serving on the Finseca Board of Directors. His leadership extends beyond his current role, as he has previously held leadership positions at a premium finance bank and has contributed to building strategic alliances with key industry specialists at Lion Street. His extensive experience in advanced sales and financial advisory positions him as a knowledgeable leader in the field.
Career Beginnings as a Financial Advisor
James Joyce began his career as a financial advisor with AXA Equitable. This initial experience in financial advisory services provided him with foundational skills and insights that have informed his subsequent roles in the industry. His journey from a financial advisor to an executive leader illustrates his commitment to professional growth and expertise in financial services.