With over 30 years of financial services experience, Joe's role at River SaaS Capital is to devise strategies and manage relationships with private equity and debt investors. Joe's vast and wide background includes OTC trading, institutional equity syndicate management, individual high net worth portfolio management, corporate retirement plan consulting, and education funding strategies. Joe’s employment history encompasses both public corporations, as well as private portfolio management boutiques. As a Financial Consultant, Joe focuses on individual and family wealth management, corporate retirement plan consulting and educational funding strategies.Joe has also been a participant in the Securities Institute Association (SIA) at the Wharton School of Business, University of Pennsylvania. Joe holds Ohio’s Life and Health, LTC insurance licenses and FINRA’s series 6, 7, and 66 registrations.