Bio
Joe has over 15 years of experience consulting for top-tier Financial Services clients and platforms, mainly in the Wealth Management and Banking sectors.
He has served diverse Functional and Technical roles spanning from Program/Project management design and execution through to leading data conversions for system migrations and integrations and designing new database table structures and APIs for innovative product features.
Joe has an engineering degree from Northwestern University and a Graduate Certificate in Financial Services Analytics from Stevens Institute of Technology.
Experience
Summary
I work with a range of Wealth Management and Capital Markets clients including technology platforms, retail brokerages, investment banks, and private equity firms. I specialize in leading and delivering strategic technology transformation programs. Outside of client delivery, I develop our point of view on leading vendors and technologies in the Wealth Management space and serve as a serve as a subject matter expert on up-and-coming technologies.
My strengths include:
• Complex program delivery
• Analysis and problem solving
• Distilling IT topics for Business audiences
• Strategic IT roadmap creation
• Wealth Management technology
Platforms I have worked with: InvestCloud, Docusign, Fidelity NFS, Broadridge BPS, Pershing, Beta, Fundserv, Envestnet, Salesforce, Advent Axys, Morningstar, ICE, Equifax, Lexis Nexis, and many proprietary client systems including mainframes.