Joseph Braccia, Cfa Email & Phone Number

Broomall, PA

• Manage a series of senior-level credit, finance, banking, risk management, and other managerial duties at a major vehicle fleet leasing firm.
• Oversee portfolio of commercial vehicle leases from point of asset acquisition through disposition.
• Work closely with lenders and other team members to negotiate terms and conditions for all fleet leases, while handling selected client relationship management duties.
• Imposition of new risk metrics and controls on a systematic basis helped improve profitability, cash flow, and available credit resources while simultaneously reducing credit delinquencies materially each year at the.

Rosemont, PA

• Served a deep-value equity management firm focused on high net worth channel to retain/gather new clients & assets. Assets & revenue up over 15% during tenure here (adjusted for market movements).
• Arranged & managed meetings with prospects & clients to introduce concepts or cultivate relationships.
• Redesigned all marketing & client meeting materials upon arrival to improve clarity and client receptivity.

Exton, PA

• Led efforts to build & service relationships for STP as an operations outsourcing solution for asset managers.
• Revamped all marketing & RFP materials. Expanded business model to include consulting work as a service, which created new revenue sources and helped diversify the firm’s business mix.
• Increased traction and heightened awareness of the firm, generating new revenues without raising headcount.

West Conshohocken, PA

• Represented MSIM’s suite of traditional & alternative fixed income strategies as a Portfolio Team Member.
• Imparted clear understanding of portfolio strategies to internal & external audiences through meetings, conference calls, research seminars, and conferences. Controlled content of fixed income client meeting &.
• Led fixed income client meeting & marketing presentations across all channels. Managed high profile, large client relationships. Initiated & closed new business & cross-selling opportunities.
• Exhibited exemplary client retention efforts in the 2007-10 period and played key roles in launches of several new strategies via all channels.
• Performed supervisory & performance evaluation duties, as well as mentorship work for other professionals.

Harrisburg, PA

• Planned, directed, and controlled strategic asset allocation for the pension fund with Chief Investment Officer (CIO) & Board, with specific attention to SERS’ domestic & international equity and fixed income asset.
• Prepared & implemented annual strategic investment plans with CIO & Board, providing asset allocation & advisor recommendations. Fund experienced healthy, sustainable growth along with improved risk management during.
• Promoted after serving as Director of Fixed Income upon initial hire. Monitored & managed external fixed income investment advisors at first, providing asset class structure & advisor recommendations to the CIO &.
• Performed supervisory & performance evaluation duties. Awarded rare plaque for meritorious service by Board.

Bachelor Of Science (Bs), Finance & Mgt; Concentration In Int'L Studies, 13-16

Activities and Societies: Maxima Cum Laude graduate (highest possible honors, with 3.95 GPA), ranking 7th in graduating class; Alpha.

Bachelor Of Science (Bs), Finance & Mgt; Concentration In Int'L Studies, 13-16

Activities and Societies: Maxima Cum Laude graduate (highest possible honors, with 3.95 GPA), ranking 7th in graduating class; Alpha.