Joe Luino is a high-level expert, working in Broadridge as a PM Business Analyst since 2012. This expert gained professional experience in more than ten positions at different companies. Joe Luino went to the Brooklyn College and received education there from 1974 to 1976. Brooklyn, New York is the area, where this expert was lastly known to be settled. The person's email address and phone are easily accessed through this website by request.
Name variants:
Joel Luino,
Joseph Luino
Last updated Apr 28, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jo**@davidsohn.com, jl**@optonline.net, jo**@hunter-green.com
Location
Brooklyn, NY
Company
Broadridge
Workplace
PM Business Analyst
Work History
Director of Margin Services
Greater New York City Area
Business analyst/SME responsible for margin risk software. Examine information gathered by stakeholders to assess risk of proposed changes or introduction of new code. Gather, analyze and wr...
Jun 2010 — Mar 2012
Executive Director
Ultra High Net Worth Operations and Services
Responsible for oversight of the Key Segment Service desk. Created a service model for
Ultra High Net Worth financial advisors. Liaise with front...
Jan 2009 — Jun 2010
Director
Hired as a subject matter expert for Davidsohn's margin risk software products.
Responsible for a group of technology members and oversight of margin compliance
systems. Designed and tested...
Feb 2007 — Dec 2008
Director of Margin Services
55 Broad St, New York, NY 10004
Subject matter expert for margin risk systems
from Feb 2007
Executive Recruiter
Initiated start-up and contracted a portfolio of financial services clients for recruitment
and staffing.Performed executive search and placement for back and middle office
recruitment inclu...
2005 — 2007
Senior Vice President / Divisional Manager
Responsible for all retail and correspondent margin lending consisting of a margin debt
upwards of $10 billion. Oversight of Branch and Customer Service Desks including
Command Card Client a...
Jan 1997 — Jan 2005
First Vice President
Responsible for all retail and correspondent margin lending, multiple operations service
desks, ACATs, Statement Control and Credit Compliance.
· Analyzed and approved loans on restricted an...
Jan 1991 — Jan 1997
Education
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Prime Brokerage
Back Office
Financial Advisory
Series 7
Fixed Income
Wealth Management
Equities
Securities
Asset Managment
Investments
Hedge Funds
Series 63
Capital Markets
Portfolio Management
Investment Banking
Mutual Funds
Banking
Risk Management
Settlement
Trading
Financial Services
Middle Office
Alternative Investments
Asset Management
Credit Analysis
Derivatives
Executive Management
Fx Options
Operations Management
Relationship Management