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 firm. Serve as a voting member of the firm’s Credit Committee.

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 & marketing materials.• 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 classes and external investment advisors. Served as CIO in the CIO’s absence.• 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 this period and was a top-ranking pension plan with material improvement in its funded status.• 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 & Board. SERS’ fixed income asset class outperformed the benchmark in each year while in this role.• 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.