As an Institutional Fixed Income Sales Representative, Joe collaborates directly with CEOs and CFOs to expand their available investment options. Specializing in mortgage backed securities, such as agency Pass Thru’s, CMOs, DUS/CMBS and more – to brokered certificates (SimpliCD), Joe’s goal is to assist credit unions with their overall investment needs as well as help strengthen their balance sheet.
Joe has over 20 years of wall street experience at firms such as PaineWebber, Bank of America, UBS and Bank of New York where he specialized in mortgage backed securities. Most recently, Joe served as Managing Director, Head of Regional Dealer Sales at Amherst Pierpont Securities in New York City. Prior to Amherst, Joe was Head of Regional Dealer Sales for mortgages, corporate’s and government agencies at Bank of New York.
Joe holds a bachelor’s degree in Dramatic Arts from the University of Connecticut as well as certificates from New York Institute of Finance. He holds his series 7 and 63 through ISI.
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