Joe Jacquez

Joe Jacquez has extensive experience in finance and financial planning, with a background in various industries. Joe is currently working as the Director of Finance at Powerhouse, where they lead monthly reporting activities, analyzes cash flows, and collaborates with the operations team on projections. Prior to this, Joe was the Director of Finance at U.S. Eagle Federal Credit Union, responsible for all aspects of finance for a $1.3B institution. Joe also served as the Director of Financial Planning & Analysis and Transactions at Bridger Transportation, where they led teams and optimized processes. Joe has previous experience at Gibson Energy as Manager of FP&A and Senior Financial Analyst, as well as at StarTek and Countrywide Home Loans in senior financial analyst roles. Joe began their career as a financial analyst at Accenture.

Joe Jacquez has a Bachelor of Business Administration (BBA) degree with a specialization in Finance from McMurry University. Joe is also a Certified Credit Union Investments Professional (CCUIP) certified by the Credit Union National Association.