Joe Wesolaski

Enterprise Sales at Vanilla

Joe Wesolaski has over 20 years of experience in the financial services industry. Joe started their career in 1998 at Goldman Sachs as an Equity Trader. In 2002, they moved to Moors & Cabot as an Equity Sales & Trader. In 2006, they joined Bloomberg LP as a Trading Systems employee. In 2011, they became a Senior Sales Manager at Charles River Development. In 2017, they were appointed SVP Business Development at Milestone Group. In 2019, they became a Sales Executive at InvestCloud, Inc. and in 2020 they were hired as Director Of Business Development at TillieStar Compliance Solutions, Inc. Currently, they are working as an Enterprise Sales at Vanilla, pioneering the last frontier of wealth management.

Joe Wesolaski received their Bachelor of Science in Finance from Boston College and their Master of Business Administration from the University of California, Berkeley, Haas School of Business in 2009. Joe also attended St. Johns High School in Shrewsbury, MA. In December 2020, Joe obtained a certification in Artificial Intelligence: Implications for Business Strategy from the MIT Sloan School of Management.

Location

Boston, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Vanilla

1 followers

Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.


Employees

51-200

Links