Joel Lieb Email & Phone Number

Philadelphia, Pennsylvania, United States

Responsible for executive level management of Ultimus client relationships by ensuring Ultimus is meeting client expectations, understanding client business growth objectives, communicating current and future Ultimus business enhancements, and confirming client service and growth expectations are aligned with Ultimus senior management.

Greater Philadelphia

B & G Business Solutions Incorporated is a minority owned professional consulting firm with experience working for healthcare management and investment management firms. As a seasoned professional with over 30 years of experience in the financial services and investment industry, with recurring success in the defined contribution, institutional investment, mutual fund and collective investment trust segments, I am responsible for building, managing, and growing the investment services portion… Show more B & G Business Solutions Incorporated is a minority owned professional consulting firm with experience working for healthcare management and investment management firms. As a seasoned professional with over 30 years of experience in the financial services and investment industry, with recurring success in the defined contribution, institutional investment, mutual fund and collective investment trust segments, I am responsible for building, managing, and growing the investment services portion of the practice. I have held positions of increasing responsibility in Relationship Management, Client Solutions & Advice, Sales Support, and Operations. Also, as an officer, responsible for overseeing all financial aspects of business including risk management, vendor management, and payroll. Show less

Oaks, Pa

Researched and developed strategic positioning for SEI’s Defined Contribution Solution. Provided discretionary investment management services to defined contribution plans.

Oaks, Pa

Served as subject matter expert for SEI’s CIT solution and was voting member of SEI Trust Company Investment Committee. Researched and communicated trends in defined contribution to investment management firms hired by SEI Trust Company.

Oaks, Pa

Managed relationships with institutional investment management firms.

Oaks, Pa

Served as operations account manager for multiple investment management clients.

Responsible for portfolio accounting and administration of investment securities. Managed a department of 52 employees and oversaw all aspects of employee development. Maintained professional relationships with internal and external clients. Managed the strategic direction and day-to-day operations of the Investment Operations Department through ongoing communications with senior management, peers, and subordinates.