TDECU
Joe Kaessner, CFA, CPA has a comprehensive work history in the financial industry. Joe currently holds the position of VP - Strategic Investments and Ventures at TDECU starting from March 2023. Prior to this, they served as the International Finance Director at Intermodal Tank Transport Inc USA from July 2020 to March 2023. Joe also worked as a Vice President in Investment Banking at Cowen and Company from June 2018 to May 2020. Additionally, Joe served as a Vice President in Investment Banking at FMI from January 2015 to June 2018. Before that, they worked as a Managing Consultant at Hein & Associates from March 2014 to January 2015. Their early career includes roles as a Senior Associate in Transaction Advisory Services at EY from July 2009 to February 2014, where they specialized in valuation, financial forecasting, and risk assessment across various sectors. Overall, Joe Kaessner's experience spans strategic investments, finance, and advisory roles in different companies.
Joe Kaessner, CFA, CPA has a strong educational background in finance and accounting. Joe obtained a Master of Science (MS) degree in Finance and a Master of Accountancy degree from the University of Denver - Daniels College of Business, where they studied from 2006 to 2008. Prior to that, they completed their undergraduate studies at Gonzaga University, receiving a Bachelor of Arts (BA) degree in Political Science in 2004. Joe also attended Regis Jesuit High School from 1996 to 2000, earning their high school diploma.
In addition to their education, Joe has obtained several certifications to further enhance their professional expertise. Joe became a Chartered Financial Analyst (CFA) in September 2014, certified by the CFA Institute. Joe has also obtained their Certified Public Accountant (CPA) designation through the Texas State Board of Public Accountancy. Furthermore, Joe has pursued qualifications in the financial industry by obtaining their Series 63 and Series 79 certifications, accredited by the Financial Industry Regulatory Authority (FINRA).
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TDECU
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Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in our products. Our first merger took us west to the Victoria area, where we made many new friends and Members. We have since become an integral part of the community. In the East Market, where we began, we opened our field of membership to serve all Brazoria County residents. Today, TDECU has 39 locations throughout Texas. The original $35 loan has turned into over $4.7 billion in assets today that continue to improve our more than 366,000 Members' lives by helping them get what they need to achieve their financial needs and dreams. Equal Housing Lender. Insured by NCUA.