Vestmark, Inc.
Joe Lombardi is an accomplished technical support and operations professional with extensive experience in the financial services sector. Currently serving as a Staff Technical Support Engineer for Vestmark since May 2015, Joe has held various roles including Senior Trade Support Technician and Technical Support Engineer. Prior to Vestmark, Joe spent eight years at Batterymarch Financial Management, where responsibilities included serving as the primary liaison between trading and operations, overseeing daily trade confirmations, and reconciliation of cash and assets for client portfolios valued at up to $3 billion. Earlier experience includes a supervisory role as a Mutual Fund Custody Accountant at Investors Bank & Trust Co. Joe Lombardi holds a Bachelor of Arts in Mathematics from Hartwick College, earned in 2000.
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Vestmark, Inc.
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Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem.