Joseph A. Barone
Director, Asset Manager Strategy and Relations @Charles Schwab
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WORK HISTORY
Director, Asset Manager Strategy and Relations @Charles Schwab
Jersey City, NJ, US
EDUCATION
Stevens Institute of Technology
MS
Shippensburg University of Pennsylvania
BSBA
ABOUT JOSEPH A. BARONE
Senior financial services executive with extensive experience in wealth management and technology; Demonstrated success in designing and implementing digital solutions and outsourced services to grow revenues and market share; Able to frame and communicate complex issues in a simplified manner; Strong understanding of product management and software development methodologies; Solid background in brokerage and advisory operations; Adept at providing direction to cross-functional teams; Institutional and consumer level focused; Inventor on three U.S. patents for portfolio management and trading software.Strengths: product management, project management, business analysis, product strategy and design, brokerage and advisory operations, relationship management, vendor evaluation, digital wealth management, managed accounts, business process management, and use case development.
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