Joe Jacques Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Capital Markets

San Francisco Bay Area

In this role, I manage and supervise the San Francisco branch Relationship Managers in addition to monitoring all branch client trading, financing, securities lending, and portfolio accounting activity, I also serve as the series 24 for all branch activities. I also provide coverage to high profile institutional clients and lead efforts to increase business opportunities working very closely with existing accounts, cultivating new ones and cross-selling where it best meets the clients need.👉 Had ZERO losses in 7 of 9 years and NO client complaints in same period.👉 Grew average revenue per employee by 50% during this time.

San Francisco Bay Area

I was the acting Principal and Supervisor for all daily client service activities managing daily coverage of top West Coast clients. I also worked closely with Sales and Capital Introduction teams to solidify existing relationships, develop new ones and successfully cross-sold products. Created a new revenue stream as a key contributor to the development of a regional long lending program. 👉 Oversaw and managed all compliance related issues and risk management for the branch. 👉 Successfully integrated systems, including the one year plus Advent/Geneva roll out for San Francisco.

San Francisco Bay Area

I was promoted to this role where I serviced 15 hedge fund clients during a time of rapid growth for the business and quickly developed strong in-depth knowledge of Prime Brokerage. 👉 Contributed to 50% business growth and grew the swap business by 100%.

San Francisco Bay Area

I was deeply involved in all client service and sales efforts and acted as Principal for a combined group which I successfully integrated and combined from three different product groups.👉 Grew business by 33% during this time.