Performance Trust
Joe Kessler's work experience includes roles at various financial institutions such as Bank of America and Performance Trust Capital Partners. Joe has held positions such as Vice President of Trade Operations, Director of Exchange Traded Derivative Operations at Merrill Lynch, and Director of OTC Derivative Operations at Bank of America. Joe has experience managing global teams, implementing process improvements, and overseeing regulatory change initiatives in the financial services industry.
Joe Kessler studied Finance at The University of Iowa Tippie College of Business, earning a Bachelor of Business Administration (BBA) degree.
Performance Trust
Performance Trust Capital Partners offers a wide range of financial advisory and investment banking services for community financial institutions and RIAs.