Profile
Joseph is a senior delivery and product manager with 20+ years of experience in the Financial Services industry, with depth across commercial, treasury, small business, and consumer banking & payments products. His roles for clients have included program management, product development and management, product , vendor/ partner management, sales & business development, go-to-market strategy and execution, corporate development, data analysis, and P&L management.
Professional Background
Joseph has enjoyed a career spanning both large financial institutions and fintechs. His banking experience includes Wells Fargo where he was a VP of Product Management in their Treasury & Commercial Banking group. As an independent consultant, Joseph took project management and advisory roles with Mastercard in Latin America focusing on enabling banking partnerships, with Visa working on product go-to-market strategy, with Credit Sesame focused on e-commerce product development and partnerships, and with many others over his professional career.
Education
Joseph holds a Bachelor of Arts from UC Davis in International Relations (Business) where
he graduated with honors and was on the Dean’s List. He has continued his education with
coursework at Stanford GSB (Product Development and Design Thinking-Ethnography),
UC Berkeley (Product Strategy) and NYU (Leadership and Strategy).
Furthermore
He has lived and worked extensively in Italy, Argentina, and Brazil. He is fluent in Portuguese,
Spanish and Italian.