Joe is a Partner Experience Manager on the Small Ticket Business team at Customers Commercial Finance.
He joined Customers Commercial Finance after 10 years at Fidelity Investments and 2 years in venture-backed startups. At Fidelity, Joe held roles in portfolio reporting, investment services, and business development for Family Office Services, collaborating with some of the largest single and multi-family offices nationwide. Before joining Customers, he worked in institutional business development at various digital asset startups. Joe has extensive knowledge of financial services and excels in building long-term partnerships, delivering excellent client service, and solving problems. He holds a BS in Management Studies from Boston University. In his free time, Joe enjoys spending time with his family and golfing.