Joe Papas

Joe Papas, a financial services expert with an MBA from Duke University's Fuqua School of Business, has had a successful career in starting new business units and creating processes, strategies, and measurement systems for businesses, driving enhanced profitability and client satisfaction.

His advanced quantitative and analytical skills, coupled with his creative problem-solving abilities, have consistently led to his success in providing consultative-based sales and relationship management, focused on creating a distinctive experience and meeting clients' needs at both institutional and individual levels. He has also demonstrated his ability to build consensus with business partners, executive management, and staff throughout his career.

Joe's expertise includes client relationship management, sales and marketing, project management, new business development, regulatory oversight, financial planning, process improvement, strategic planning, and statistical analysis and modeling. He has managed sales and service center teams in the financial services industry and excels in sales and marketing strategy, client relationship management, and regulatory compliance.

Joe is also an accomplished speaker, having been a featured speaker at national conferences on sales, marketing, and customer service. Additionally, he is a Certified Employee Benefits Specialist, Chartered Financial Consultant, and a Certified Six Sigma Black Belt from Villanova University.