Joshua Kagel has extensive experience in financial analysis and management, currently serving as Lead Manager for the Business CFO Unit at Equitable since October 2018. In this role, Joshua has automated a crucial quarterly roll forward process overseeing $29B+, enhancing efficiency and reducing audit risks. Prior to this, Joshua held positions as Senior Manager and Lead Associate, specializing in financial analytics and KPI development. Former experience includes serving as Lead Associate at AXA US and an Equity Research Intern at Adage Capital Management, where Joshua analyzed over 50 companies in the aerospace and defense sectors. Joshua holds a Bachelor of Science in Finance from the University of Delaware.
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