Cannon Financial Institute | Instructors | Faculty Bio
Joanne J. Eby
Joanne is President of Nth Degree Financial Solutions, a professional services firm specializing in the fiduciary areas of the financial services industry.
provides consulting services for a wide variety of clients, specializing in risk assessment and strategy, training, internal audit, and compliance for fiduciary, custody, and investment businesses across the country.
Joanne has a broad range of experience in the financial services industry spanning across the U.S. and Canada and has developed expertise in the fiduciary areas of the financial services industry, including operations, systems, client support, internal audit, and regulatory compliance.
has lectured internationally on systems applications and end-user training and currently teaches in the Securities Operations, Internal Audit, and Fiduciary and Risk Management Schools for Cannon Financial Institute
provides technical financial industry writing on audit, management, and compliance as well as customized policy and procedure work for fiduciary clients.
During her 20 plus years in various capacities within the financial services industry, Joanne has gained experience with a number of organizations, including: Vice President and Associate Chief Compliance Officer for Harris Trust and Savings Bank for the Asset Management lines of business; Internal Audit Manager for the Trust and Fiduciary Audit Division of Bank of Montreal/Harris Bank; Director of Systems for Global Custody, Bank of Montreal (Canada); and, Manager of Product Support for Financial Models Company (Canada).