Joseph Robertson

Joseph Robertson currently serves as Treasury Lead at Symetra since November 2023, where responsibilities include cash management, forecasting, reporting, and analysis to support strategic goals. Previously, Joseph held the position of Cash Manager at National Life Group from June 2018 to November 2023, focusing on daily cash reporting, forecasting, and liquidity needs, and designed an effective in-house treasury workstation. Earlier experience includes serving as a Large Case Consultant, facilitating insurance and annuity contracts for high net-worth clients. Joseph holds a Master of Accountancy from The University of Arizona Global Campus and a Bachelor of Science in Business Administration with a Minor in Accounting from Saint Michael's College.