Joan Rockey - Cfa

Joan Rockey, a distinguished finance professional with a robust educational background including a Bachelor's degree in Accounting and multiple Master's degrees in Finance and Taxation, currently serves as Chief Financial Officer at Simplex Trading LLC and Principal at 633EAST consulting LLC. Joan's extensive experience includes previous roles as CFO at Permanent Capital Partners and The Mather Group, where leadership in financial operations and strategic initiatives contributed to significant firm growth and successful acquisition processes. Joan has also held key positions in investment management and consulting firms, excelling in budget management, financial planning and analysis, compliance, and operational efficiency. Additionally, Joan has expanded expertise through courses at esteemed institutions such as MIT and Berkeley, further enriching skills in data analytics and technological implications for business.