Joseph DiGiammo
VP, Financial Services Consulting & President, Financial Planning
Winchester,MA
Summary
Performance-driven Vice President with 33+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Accomplished Financial Planner with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
112
112
years of professional experience
3
3
Certifications
Work History
Vice President, head of business development
publicis.sapient (ps)
07.2015 - Current
- As the lead for PS BD for financial services, I am responsible for both delivery and sales to support client portfolio’s of $30 MM in annual revenue
- I work as a trusted advisor to the client and to help create a compelling vision and strategy that will inspire both the client and Sapient project teams
- I also lead a team of 4, across North America
- Part of my role is setting goals/targets; working with PS capability leads to shape “go to market” value propositions; developing business plans; and working with marketing and other channels to prospect.
President
JMD Financial Consulting
08.2012 - Current
- Working with family offices/IA's & Individuals, to assist with comprehensive financial planning, incorporating the six core principles: Establishing & Mutually Defining a Relationship; based upon clear, realistic goals/ needs and priorities
- Gathering all necessary documents and relevant qualitative & quantitative information to meet stated goals/needs/priorities
- Comprehensive analysis & evaluation of data; doing extensive and personalized S.W.O.T analysis in the context of relevant industry landscape and thematic
- Working to communicate a valid, comprehensive financial/life solution, based upon a mutually defined scope
- If agreed upon, assisting with the implementation and/or quarterbacking of recommendations, to attain stated goals and objectives
- Mutually define a plan to professionally and diligently monitor results Keep the goal posts in sight
Managing Director, Global Head of Equities
Mischler Financial
04.2012 - 08.2105
- Managed and worked to staff a team of 11 individuals in Global Equities at Mischler; working around the globe in both primary and secondary markets
- Helped to grow Mischler’s institutional account base from 35- 80 + accounts since April 2012
- Helped grow revenues in equities +26% YoY; global volumes increased +60% over a 2 year span
- Have helped Mischler strengthen and develop direct relationships with over 40 public plan sponsors and municipalities
- Also worked with corporate treasury groups, IE AT&T, Wal Mart and GE, to procure 10b-18 (buyback) business.
SIG Trading
Susquehanna International Group
04.2009 - 01.2012
- Responsible for Institutional Sales Trading coverage of Fidelity, Putnam, Black Rock, Standard Life, Copper Rock Capital, JL Berkowitz, and Westfield Capital Management
- Responsible for Derivative coverage of Westfield Capital Management and JL Berkowitz, gaining extensive exposure to SIG’s derivative and ETF platform.
Executive Director, Manager Institutional Sales Trading
UBS Institutional Equities Division
03.2004 - 04.2009
- Provided sales trading, management and syndicate coverage for various institutional accounts including: Fidelity, Putnam, Highfields, BlackRock, Westfield and Copper Rock Capital and Wellington
- Executed orders in derivative products (swap based) and worked to enhance cross-product knowledge
- Was top 3 in production annually, helping to generate gross commissions in excess of $30 million
- Utilized Global Systems to trade international securities.
Executive Director, Manager Institutional Sales Trading
Morgan Stanley
11.2003 - 03.2004
- Transferred from NYC to Boston to launch Institutional Sales Trading Desk
- Provided sales trading coverage for institutional accounts in Boston
- Was responsible for staffing and managing the sales trading desk; transferred coverage from NYC to Boston of existing Boston accounts, and thus assigned appropriate coverage
- Maintained existing responsibilities as well as team captain of Fidelity; and covering Putnam and State Street Research
- Was top 3 in production annually, helping to generate gross commissions in excess of $25 million.
Executive Director, Institutional Sales Trading
Morgan Stanley
03.2001 - 11.2003
- Responsibilities included appropriate handling and execution of customer orders and relaying market information and company specific news to sales coverage team
- Was responsible for a very diverse overage universe including: Fidelity, Putnam, SSRM, Galleon, Pequot, Deerfield, and Argus
- Fostered new relationships with over fifteen hedge funds; and overall held no less than a top 3 ranking in terms of commission dollars
- Versed in all aspects of daily trading activities including accounts and settlements
- Focus was on best execution and utilizing the appropriate technology/relationships to find liquidity and execute various trading strategies
- Was at the forefront of cross-product initiatives, particularly with regards to research
- Made a concerted effort to breakdown barriers and forge relationships with the client base and Morgan Stanley’s research analysts.
Vice President, Institutional Sales Trading
Morgan Stanley
03.1999 - 03.2001
- Was transitioned from trading to sales trading primarily to fill holes in coverage due to certain departures
- Forged several new relationships at Fidelity and Putnam, as well as stabilized other relationships that were lacking
- As member of sales team, utilized strong prospecting and qualifying skills to successfully drive new revenue growth for the East Coast Region; particularly with regards to the fast growing hedge fund industry.
Trader and Trader Assistant, OTC
Morgan Stanley
08.1993 - 03.1999
- Was responsible for making markets and/or assisting in over 30 NASDAQ listed securities at any one time across various sectors
- Was at the forefront of sectorization, as Morgan Stanley made this transition
- Established profound relationships with various members of Morgan Stanley’s research division, in order to deliver a value added product to our customers
- Had extensive rotation across products, including several intensive seminars in derivatives, convertibles, program trading and technical analysis.
Education
MBA Finance -
Fordham University Graduate School of Business
BA - Economics/History
Bates College
Certificate of Financial Planning - Financial Planning
Merrimack College
North Andover, MA 05.2001 -
Skills
Business Development
Data Analysis
Customer Service
Client Relationship Building
Financial Management
Sales and Marketing Leadership
Results-Driven
Complex Problem-Solving
Team Leadership
Strategic Planning
Public Speaking
Relationship Building
Competitor Trends
Coaching and Mentoring
Negotiation and Persuasion
Certification
Google Cloud Digital Sales Professional
Timeline
Certified Sales & Technical Professional, Snowflake, [Company Name] - [Timeframe]
01-2024
Google Cloud Digital Sales Professional
01-2023
Vice President, head of business development
publicis.sapient (ps)
07.2015 - Current
Certified Financial Planner, CFP
09-2012
President
JMD Financial Consulting
08.2012 - Current
Managing Director, Global Head of Equities
Mischler Financial
04.2012 - 08.2105
SIG Trading
Susquehanna International Group
04.2009 - 01.2012
Executive Director, Manager Institutional Sales Trading
UBS Institutional Equities Division
03.2004 - 04.2009
Executive Director, Manager Institutional Sales Trading
Morgan Stanley
11.2003 - 03.2004
Certificate of Financial Planning - Financial Planning
Merrimack College
05.2001 -
Executive Director, Institutional Sales Trading
Morgan Stanley
03.2001 - 11.2003
Vice President, Institutional Sales Trading
Morgan Stanley
03.1999 - 03.2001
Trader and Trader Assistant, OTC
Morgan Stanley
08.1993 - 03.1999
MBA Finance -
Fordham University Graduate School of Business
BA - Economics/History
Bates College