Joseph Festa

• Developed and implemented financial strategies to drive growth, improve profitability, and maximize long-term value.
• Managed relationships with external auditors, bankers and investors to ensure compliance with all regulations.
• Analyzed business trends and provided forecasts to senior management team for decision making purposes.
• Oversee cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.

• Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
• strategized on full year budget to maintain profitability
• responsible for training and operating daily tasks
• Cultivated and managed a portfolio of high-net-worth clients,
• Provided comprehensive wealth management advice, including investment strategies, estate planning, and tax optimization.
• Collaborated with clients to understand their financial goals and implemented customized financial plans.
• Conducted regular portfolio reviews and adjusted strategies to align with clients' changing financial objectives.
• Developed and maintained strong relationships with internal stakeholders, including investment advisors and legal teams.

- Led a global team of Relationship Managers servicing the Banks & Broker Dealer segment within Asset Servicing's client coverage organization.

- Shared industry expertise with clients, staying abreast of trends and potential impacts on their business models.

- Promoted firm services/product offerings, evaluating and structuring deals for optimal terms for both clients and the firm.

- Collaborated with business development teams to ensure effective execution of relationship management strategy.

- Served as the ultimate escalation point for client satisfaction, ensuring client onboarding and risk management activities were conducted and captured.

- Acted as the interface for compliance, regulatory, and reputational matters between clients and the Bank.