Joe advises FNI on matters related to strategic partners, sales and marketing. For over 20 years, he has worked in the financial services, software, and Internet industries running corporate development, sales and marketing departments. Currently, the Vice President of Business Development at Capital Alliance Advisors, a fixed-income fund manager, Joe is responsible for raising the investment equity and for overall marketing. At Utopia Technology, a CRM applications vendor, he built and managed the marketing, business development, direct sales and channel operations. He also has experience as Managing Director for investment banker JCM Financial, and Vice President of Shearson Lehman Hutton. A Board Advisor to Pro Health, Inc. and Shepard Associates, Joe holds an M.A. in Applied Economics and Finance and a B.A. in Mathematical Economics from the University of California, Santa Barbara, where he was a Regents Scholar and a Health, Education and Welfare (HEW) Fellow. |