The ever-increasing complexity and strategic nature of the retirement industry requires a thorough knowledge and understanding of the market to focus on building strategic partnerships and fostering new areas of growth. Having been in the industry over 25 years, Joe has been immersed in the industry in multiple sales management and strategic roles. His recent experience as a Sales Consultant partnering with advisory firms, banks, trust companies, and TPAs gives Joe the unique skill set required to lead EPIC’s business development into the future.
January, 2023 - present
Director of Sales & Strategic Partnerships at OpenReel
Director of Sales & Strategic Partnerships at PDFtron
Director of Sales & Strategic Partnerships at Ragnarok
Director of Sales & Strategic Partnerships at Popular Marketing
Director Of Sales & Strategic Partnerships at Driftscape