Joe Schwab, CFA, CPA, CMA has extensive work experience in various roles and industries. Joe is currently working as the Senior Vice President of Finance at KeHE Distributors, where they manage the company's accounting team and is responsible for internal and external reporting, audits, taxes, and monthly close processes. Prior to this role, they held positions such as Vice President, Corporate Controller and Corporate Controller at KeHE Distributors, where they oversaw the development and maintenance of customer profitability models and monthly reporting.
Before joining KeHE Distributors, Joe worked at JB Trading as the Co-President, where they developed profitable algorithmic trading systems for stock index futures. Joe also performed financial modeling and analysis using TradeStation Easylanguage software. Additionally, they have experience as an Energy Trader at Geneva Trading and as a US Treasury Trader at Rosenthal Collins Group, where they traded various financial instruments and managed trading teams.
Joe also has experience volunteering as the Treasurer of Redeemer Lutheran Church, where they were responsible for financial reporting and oversight. Joe started their career at PwC as an Auditor, where they performed audit procedures and gained experience in tax departments.
Overall, Joe Schwab's work experience demonstrates their strong financial and analytical skills, as well as their ability to lead teams and manage complex financial operations.
Joe Schwab, CFA, CPA, CMA attended the University of Illinois Urbana-Champaign from 1984 to 1988, where they obtained a Bachelor of Science degree in Accounting. Joe also holds additional certifications, including the DePaul Management Institute Certificate, Certified Management Accountant from the Institute of Certified Management Accountants, and is a Certified Public Accountant. Joe is a 2012 Level III CFA candidate through the CFA Institute.
January, 2021 - present
November, 2018
October, 2017
February, 2017
December, 2015
December, 2014
May, 2014
May, 2013
July, 2012