Joe D.

Joe D. has a diverse work experience in the financial industry. Joe is currently employed as the SVP US Market at Wealthpilot since May 2020. Prior to that, they worked at The Make It Rain Group, Inc. as a Senior Sales Consultant starting in January 2012. From January 2016 to November 2017, they served as the V.P. of Sales at BasisCode Compliance. Joe also had a role as the Director of Sales and Marketing/Vice President at Total Rebalance Expert (now part of Morningstar!) from February 2011 to February 2014. Joe began their career in 2007 at Interactive Advisory Software Inc. (IAS) as the Director of Western Region, and they held this position until January 2011.

Joe D. has studied Business Administration and Management, General at Iona University. Additionally, they have pursued studies in Business Administration at SUNY Westchester Community College. The specific duration of their education at these institutions, as well as any degrees earned, is not provided.