Joe began his career in the financial services industry prior to his graduation from Saint Joseph’s University in Philadelphia. Joe’s experience is somewhat unique. Starting his career as an accountant focusing on accounts payable, tax, compliance and operations and then moving into account management, sales and marketing roles.  This broad array of hands on experience has provided Joe a clear understanding of the front line demands and the mid and back office requirements that need to complement each other in order to build a strong company that will achieve long term sustained success.

Joe’s strength and interest have always been developing highly effective teams.  Throughout his career he has managed, trained and mentored individuals guiding them to achieve and in many cases exceed their individual goals. He has led successful sales teams, account management teams and operational teams.

Prior to launching GOAL Consulting Joe served as Director and National Sales Manager at GE Asset Management. He has also held senior sales and marketing positions at ING Funds Distributor, SEI Investments and Dreman Value Management. At Dreman Value Management Joe was the president of the broker/dealer and was responsible for all aspects of the Dreman family of funds launching the fund family from its inception. Joe has played significant roles on several steering committees to improve processes and set direction.

Joe understands what makes a high performing sales team and more importantly knows how to take that knowledge and build them.

Joe has passed the Series 7, 24, 63 and 65 exams.