Joseph Fleming Email & Phone Number

Mentor, Oh, Us

Pittsburgh, Pa, Us

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 24500 Chagrin Blvd. #200; Beachwood, OH 44122. Phone: (216) 360-7400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capital Planners and Lifetime Financial Growth are not affiliates or subsidiaries of PAS or Guardian and are not registered in any state or with the U.S. Securities and Exchange Commission as a registered investment advisor. CA Insurance License ID #4310567.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Cleveland , Ohio, Us

Cleveland , Ohio, Us

Member of the Wholesale Funding Group responsible for managing a $8 billion wholesale debt portfolioProduce term debt issuance recommendations that complement Key's strategic goalsActively track and communicate to senior management funding opportunities, fixed income credit spread trends and investor themes.Manage the short-term money market funding portfolio which comprised of Fed Funds, Eurodollars, Brokered CD's, FHLB Advances and REPOSTraded up to $1.5 billion in overnight money marketsPresent weekly to Corporate Treasury personnel developments in wholesale funding markets and economic data

San Antonio, Texas, Us

I was solely responsible for all European and Asian trades that Victory Capital trades. I interacted with brokers worldwide to quickly solve any problems that prevent proper settlement of trades. While here I was able to exercise my ability to handle multiple projects and tasks simultaneously within a tight time-frame, identify and escalate issues which could have a significant impact on daily operations, and to recognize high-risk items and escalate those items or seek assistance to minimize loss to Victory and investors.

Analyze current market trends while collaborating with investment professionals to develop specific investment strategies. I led a team of analysts to analyze a company's ability to repay debt. I assisted in developing younger members while providing insight to fellow analysts.

Collaborated with local students in providing recommendations to help a local business transition to a retail store from a wholesaler. I had to overcome significant culture and language barriers while developing recommendations based on our market research.

Athens, Ohio, Us

Analyzed real world companies in a team-based environment, presented findings to faculty and outside clients. Created a marketing plan for The Uptown Grill, a new restaurant in Athens.