Joseph R.

Joseph R. has a diverse work experience, starting with an internship at Hospice of the North Shore in 2009, where they gained experience in creating spreadsheets, analyzing financial figures, and journalizing accounts. Joseph then worked as a Financial Analyst Intern at Brook Venture Partners from 2010 to 2011. Joseph R. continued their education at Endicott College as a student from 2007 to 2011.

In 2011, they joined Brown Brothers Harriman as a Fund Accountant and worked there until 2013. Joseph R. then moved to SS&C Technologies, where they worked as a Fund Accountant in Direct Operations from 2013 to 2015.

Since 2015, Joseph R. has been working at Conning, starting as a Senior Investment Accountant and later transitioning to roles with increasing responsibility. Joseph worked as a Senior Analyst in Pricing from 2018 to 2022 and then as an Assistant Vice President in Pricing from 2020 to 2022. Joseph was then promoted to Vice President in Pricing and most recently, they have taken on the role of Vice President in Structured Product Trading since August 2022. The end dates for their current roles are not provided, indicating that they are still employed in these positions.

Joseph R. completed a Master of Business Administration (MBA) degree with a specialization in Finance, General from the University of Connecticut from 2018 to 2022. Prior to that, they obtained their Bachelor of Science (BS) in Business Administration with a focus on Financial Management from Endicott College between 2007 and 2011. Joseph also holds a certification in Bloomberg Market Concepts from Bloomberg LP.