Joseph Ferreri

Joseph Ferreri has a diverse work experience in the financial industry. Joseph currently holds the position of Director of Financial Planning and Analysis at Bonterra, a leading social good software company. Prior to this, they served as a Corporate Finance Manager at Bonterra, where they played a significant role in the company's growth and development. Before joining Bonterra, Joseph worked as a Corporate Finance Manager and Sr. Financial Analyst at Social Solutions, a data management company that later became Bonterra. Joseph also gained valuable experience at Deutsche Bank as a Debt Capital Markets Associate. Joseph began their career as a Sales & Trading Summer Analyst at Morgan Stanley and later as a Sales & Equity Research Junior Associate at Susquehanna International Group, LLP (SIG). Joseph started their professional journey as a Trade Operations Analyst at BlackRock.

Joseph Ferreri's education history includes the following:

- In 2018, they enrolled in the Corporate Finance Associate Promote Program at Columbia Business School, where they are currently studying.

- From 2010 to 2015, they attended Drexel University, where they earned a Bachelor of Science degree in Business Administration from the Lebow College of Business, Pennoni Honors College. Joseph'sareas of focus were Finance and International Business.

- In 2013, Joseph participated in a Business/Managerial Economics exchange program at Aston University's Aston Business School.

Additionally, Joseph Ferreri has obtained several certifications:

- Joseph passed the Level I CFA Exam conducted by the CFA Institute in 2017.

- In 2015, they acquired the Series 63 certification, known as the Uniform Securities Agent State Law Examination, from FINRA.

- In the same year, they also obtained the Series 79 certification as an Investment Banking Representative, also from FINRA.