Joe is a graduate of Kennesaw State University with a BBA in Economics and over 10 years, of experience in the banking industry where he led Loan Review and Underwriting groups for over seven of those years. Joe has managed FDIC loss share programs for two banks totaling $6.3 billion in assets and most recently served as the Assistant Treasurer for a National Bank with $4.5 Billion in total assets. Joe has extensive knowledge in Credit Risk, Loss Share Reporting, Commercial Lending, Business Analytics, Business Finance, Asset Liability Modeling, and Liquidity Management. Since joining the firm in 2016, Joe has been involved in multiple audits and due-diligence projects and presented on various topics, including Rate Risk Management for CFOs. In addition to gaining experience through his role with PKM, he also enjoys attending different seminars to broaden his knowledge on topics such as Mergers and Acquisitions, Asset/Liability, Liquidity Management, Credit Risk Management, Loss Share Reporting, Business Analytics, Commercial Lending and Business Finance.
- BBA in Economics, Kennesaw State University
- Graduate School of Banking, Louisiana State University
Hobbies & Interests
Joe enjoys sports, coaching and golf.