Joe brings over fifteen years of industry experience in various facets of the financial services industry including sales, compliance, product development, and consulting. With a broad perspective in the retirement plan and wealth management space, Joe is proactive in conveying innovative ideas to clients in order to address complex challenges.
Prior to joining Burnham Gibson, Joe was a Consultant with Spectrem Group, where he worked collaboratively with senior executives of major financial services companies to develop strategies in the realm of operations, marketing, and M&A. He also worked with Transamerica, managing product launches into domestic and international territories.
Joe is a graduate of UCLA with a bachelor’s degree in economics and sociology and holds a master’s degree in business administration from the University of Southern California, Marshall School of Business.
CA Insurance Lic. #0C85024