For three decades Joe has had a highly successful career in the financial services industry as a Chief Operating Officer and with various leadership positions in sales and marketing. He has leveraged his experience with large companies like IBM and ADP, and with smaller firms like Market Guide, Credit Risk Monitor, Empire State Financial Planning, and iX Partners, to form his current company, Market Data Management Solutions Corp.
Joe began his career as a marketing representative for IBM in their Wall Street Branch. He later assumed responsibility as VP of Account Management for ADP Financial Services, and as Chief Operating Officer at both Market Guide (MARG) and Credit Risk Monitor (CRMZ), which were both public companies. His entrepreneurial spirit led him to form Empire State Financial Planning, catering to high net worth individuals who needed assistance managing their financial affairs. He later became an owner and partner at iX Partners, a firm specializing in operations outsourcing and technology implementations for the institutional asset management community. In 2003, During his tenure at iX Partners, in 2002, he created a market data services practice, which was spun off as a separate business that he currently owns and operates. This company is a qualified expert in projects involving market data, cost reduction efforts, NYSE and Hong Kong Stock Exchange audits, MISU audits, inventory management, compliance, project management, vendor management, Pro/non-Pro classification, market data life-cycle planning and staffing for both permanent and contract employees.
In the aftermath of the financial crisis during the first decade of the new millennium, Joe sat on the committee to establish the National Institute of Finance along with other successful businessmen, economists, and academics. This committee led to the creation of the Office of Financial Research as part of the Dodd-Frank Act. He holds a Bachelor of Arts degree from CUNY Queens College in computer science and economics and has resided in the New York Metropolitan area all of his life.