Joe started his career in financial services in 1979 with Merrill Lynch, Inc. in New York City as a Management Development Specialist.
In this role he
spearheaded an initiative to develop in house sales management and executive development training programs for all branch management candidates both domestically and internationally.
For the past 33 years he has worked extensively in the financial services industry building private client enterprises throughout the world.
As part of this effort Joe was instrumental in developing and implementing hiring and training systems for all International sales personnel.
has lectured and conducted seminars on team building, strategic planning and sales development throughout the United States as well as South America and Europe.
As a financial services executive with a large Wall Street firm he created Family Wealth Management, a proprietary process of financial planning and asset management that sought to provide clients with a set of alternatives for finding solutions to long term goals.
At Sandler Joe works with Executives on Leadership Initiatives for meeting the challenges of todays business environment.
In addition he
is chiefly responsible for the Professional Advantage Program which is a systematic approach to client development for non-selling executives and managers.
Some of the special topics that Joe
can address during speaking engagements include:
For the past nine years Joe
has been living in South Florida with his wife of 31 years, Christine Mara.
Since arriving here Joe
has dedicated his
time and life to servicing his
clients financial and business management needs.