Joe Sarni is an experienced professional in investment banking and consulting, with an extensive background in enhancing client engagement and streamlining processes. Recent experience includes a role as an Investment Banking Associate Intern at Watertower Advisors and previous positions such as a Senior Consultant at FactSet, where Joe developed automated investment models and optimized account processes, achieving notable client retention and sales growth. Past internships include wealth management at Coastal Bridge Advisors and a data scientist role at Rangewell. Joe has contributed significantly to project efficiency and revenue growth in consulting roles at The Alexander Group and holds a Master of Business Administration from UCLA Anderson School of Management and a Bachelor of Science in Mathematical Business from Wake Forest University.
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