Joseph Vacca Email & Phone Number

Dallas, Tx, Us

West Chester, Pa, Us

As Senior Vice President, I am responsible for driving the growth of STP's Fund Administration, Middle Office, and Compliance Services business. Specifically targeting Investment Managers, Hedge and Private Equity firms.

New York, Ny, Us

As Senior Director-Business Development, I worked on the Institutional Sales Team where I was focused on selling a full suite of GRC (Governance, Risk and Compliance) services to Private Equity/ Hedge Funds, Family Offices, Registered Investment Advisors, Broker/Dealers and Alternative Asset Managers.

San Francisco, California, Us

As Director, I was responsible for delivering prime brokerage services to hedge funds, investment advisors, and family offices as well as overseeing multinational broker/dealer for electronic, institutional, and outsourced trading; Cultivating and strengthening long-term, productive relationships with various service providers to enhance the company's market position and boost services sales; Informing clients about various business functions and receiving feedback, aimed at improving service delivery; Identifying, capturing, and cross-selling to hedge fund clients by providing marketing and selling prime brokerage services nationwide.

Oo

As Operations Manager, I executed the following functions:Launching firm's marketing and sales functions for implementing business expansion strategies nationwide; Promoting and selling wide-ranging services to hedge fund clients and prime brokerage contacts after reestablishing long-term, productive relationships; Reorganizing various business functions and improving service delivery to clients by recommending and implementing changes to month-end reconciliation and compliance processes.My key highlights in this role include:• Developed web-based reporting and communications portal for hedge fund clients and related partners.• Marketed and sold fund administration and accounting services to hedge and private equity clients.• Led relationship role for several clients by effectively managing portfolio accounting, performance reporting, compliance, and back-office operations.

Charlotte, Nc, Us

As Principal, my main responsibilities were:Overseeing entire procedures of recruitment, training, and management of a team of financial executives and support staff; Closely coordinating with relevant departments and cross-functional teams to initiate cross-selling of bank products for growing client base and service offerings; Deploying effective business strategies to expedite business growth with minimal costs.The following were my key contributions:• Established the firm's first prime brokerage branch in the Southeast region of the U.S.• Consistently recognized in the industry for delivering exceptional client service with a minimal turnover of clients and staff.• Expanded branch's assets under management from $250K to $2.5B and increased annual revenues to $4M+, becoming the dominant prime brokerage in the region within 6 years.

As Vice President, I was responsible for the following:• Developing the firm’s west coast prime brokerage branch and recruiting, training and managing a team of financial executives and support staff. • Consistently being recognized in the industry as having the best client service with minimal turnover of both clients and staff. • Successfully interacting with cross-functional teams in order to expand client base and service offerings, thereby increasing revenues throughout the firm.

Zurich, Ch

In my role as Senior Client Service Representative, my main responsibilities included:• Main point of contact for several of the firm’s largest and most profitable prime brokerage clients. • Monitoring and resolving trade discrepancies between clients and their traders and brokers. • Interacting with various departments including Margin, Compliance, Trading and Senior Management.

Us

Asset/Liability Management & Portfolio Maintenance

Bba, Banking & Finance

Mba, Banking And Finance