Joseph Barone is a senior financial services executive with extensive experience in wealth management and technology. He is known for his ability to design and implement innovative digital solutions that help grow revenues and market share. With a strong understanding of product management and software development methodologies, Barone is adept at providing direction to cross-functional teams. His expertise is in brokerage and advisory operations, vendor evaluation, and use case development.

Barone's background includes VP and director-level positions in the financial services industry for companies such as BNY Mellon Pershing, TD Ameritrade, and Fiserv. He was responsible for developing global strategies and product management, managed investments, and customer technology solutions. With experience in project management, business analysis, and product strategy and design, Barone is a seasoned professional in digital wealth management, managed accounts, and business process management. He is also an inventor on three US patents for portfolio management and trading software.