Joseph Milstein

Sr. Director, Institutional Sales And Capital Markets at Achieve

Joseph Milstein is a seasoned professional in institutional sales and capital markets, currently serving as the Sr. Director at Achieve since November 2023. Previously, Joseph held the position of Director at LendingClub from November 2017 to November 2023, where accomplishments included sourcing over $2B in incremental loan originations and creating the Plaid for Declines loan program. Joseph's experience also extends to Citi, where roles included Senior Vice President of Global Digital Payments and Vice President in Co-Branded Credit Cards Business Development, focusing on user experience and partnerships. Earlier in Joseph's career, positions at JPMorgan Chase involved digital product management and global wealth management strategy analysis, and Joseph founded SimplifyReality.com, a site for succinct current events summaries. Joseph holds a Bachelor of Science in Business Economics from SUNY Oneonta and has additional education from Bond University.

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