Joseph Saldana Email & Phone Number

Over 25 years of experience on Wall Street in a number of executive positions with major global bulge bracket Investment Banks, Asset Management and Wealth Management organizations which have provided a breadth of understanding of the industry as well as the underlying value drivers. Growth - Sales and Marketing efforts include reorganization of the sales and marketing groups and developed mission statements, value proposition and differentiated messages for each channel. Enhanced the client experience by formulating an approach to align client needs with business solutions, devised differentiated services by leveraging client segmentation, created stories Strategic Initiatives - * Spearheaded the sale of one of the largest passive asset management businesses * Mergers & Acquisitions efforts include defining target companies, teams and business segments as well as the integration/divestitures of global organizationsIntroduced business efficiencies that reengineered or repositioned business to better compete in the global landscape. * Leveraged prevailing technology which enhanced the firm’s operating performance and client experience * Devised strategic approach to address the ever-changing competitive landscapeOperating Expertise - Leveraged my expertise to create a successful track record of managing businesses with diverse and multi-disciplined functional groups such as Technology, Risk Management, Operations, and Compliance that support large scale global organizations as well as startup hedge funds, private equity and wealth management