Joe C. Email & Phone Number

Conducted compensation and benefit analyses for municipalities and unions, emphasizing ability-to-pay assessments.Executed financial statement and actuarial valuation analyses to inform strategic decision-making.Standardized post-employment liabilities through data collection and modeling.Applied web scraping and data aggregation for efficient actuarial data synthesis.Modeled precise pension benefit valuations and liabilities, ensuring accuracy.Compared pension plan benefits… Show more Conducted compensation and benefit analyses for municipalities and unions, emphasizing ability-to-pay assessments.Executed financial statement and actuarial valuation analyses to inform strategic decision-making.Standardized post-employment liabilities through data collection and modeling.Applied web scraping and data aggregation for efficient actuarial data synthesis.Modeled precise pension benefit valuations and liabilities, ensuring accuracy.Compared pension plan benefits and costs across employers, supporting decision-making.Led ad hoc projects on forecasting, financial metrics, and demographics for agility and insight.Prepared reports and papers for senior management, aiding arbitrations and proceedings.Specialized in researching government ACFRs, actuarial valuations, GASB statements, and data repositories.Mentored interns, fostering skill development in government finance. Show less

Multiple Locations | Operational Excellence, Team Building, & Profit Growth

Managed sales, operations, and compliance as AVP in a high-value financial center that continually exceeded quality, productivity, and revenue goals.Developed a service-oriented culture, ranked #1 rankings for customer service, initiated a highly successful market-wide sales coaching program, and spearheaded new recruitment and talent development strategies to improve engagement and capabilities.In addition to building and leading a top-performing team, I gained an in-depth… Show more Managed sales, operations, and compliance as AVP in a high-value financial center that continually exceeded quality, productivity, and revenue goals.Developed a service-oriented culture, ranked #1 rankings for customer service, initiated a highly successful market-wide sales coaching program, and spearheaded new recruitment and talent development strategies to improve engagement and capabilities.In addition to building and leading a top-performing team, I gained an in-depth understanding across multiple product types and contributed to business process changes as a member of our regional process improvement team. Show less

Forest Hills, Ny | P&L Accountability & Operational Oversight

Led and developed team of 12 at high-value branch with $500M in deposits and $350M in investments. Outpaced competitive peer group, consistently closing in top 10% of all “mega” branches, and played key role in region-wide initiative to fuel performance gains through sharing of best practices.

Forest Hills, Ny | Customer-Centric Service & Profit-Driving Solutions

Attained National Achiever status as top 5% producer in region for both 2009 and 2010. Sold and marketed mutual funds, fixed annuities, and other bank products.

Master Of Science - Ms, Risk Management

Activities and Societies: Project Highlights Include: ⇨ INSURANCE ANALYSIS: Developed financial analysis for large P&C insurer as capstone.

Bachelor'S Degree, Economics