Joseph Tulloch
Senior Director | EY-Parthenon
- Role
- Senior Director at EY-Parthenon
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Joseph Tulloch
Joseph Tulloch is currently a Senior Director in the Transaction Strategy & Execution group at EY-Parthenon. Joseph has extensive experience as a Business Strategist and Analytics Professional in the financial services industry. Before attending University of Michigan Ross, he was a Business Associate for Bank of America Merrill Lynch’s Investment Banking COO division. Focusing primarily on supporting and managing the Natural Resources, Industrials, and Real Estate Investment Banking sectors. In this role, Joseph was responsible for delivering timely financial models and reports for industry COO containing revenue, pipeline, market fee analysis and banker productivity used for internal and external business decisions. Joseph has performed in-depth quantitative client and industry analysis for use in client pitch books, internal memos, board materials and road show presentations.Prior to joining the Investment Banking COO group, Joseph financial planned and analyzed for the Latin America region of the Global Banking & Markets division at BAML, as well as provided P&L reports which allowed daily analysis and commentary for trading, sales and banking revenue. Formerly, Joseph held several financial analysis, research and strategic business planning positions with both private and public sector organizations.Joseph is a certified Series 79 and Series 63 Associate. He graduated with a Bachelor’s of Science degree in Accounting from the Pennsylvania State University and a Master\'s of Business Administration from the University of Michigan. Joseph is a proud and active member of Phi Beta Sigma Fraternity, Inc. Joseph has served as the Treasurer of the Penn State African American Alumni Organization in New York City.
Experience
Senior Director
Aug 2025 — Present · Dallas-Fort Worth, TX, US
Education
Penn State University
Bachelor's of Science
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration - MBA
Skills
- Financials
- Customer Service
- Finance
- Public Speaking
- Financial Statements
- Banking
- Forecasting
- Analytical Skills
- Strategic Financial Planning
- Emerging Markets
- Microsoft Office
- Strategic Planning
- Accounting
- Financial Projection
- Investment Banking
- Operations Management
- Analysis
- Capital Markets
- Data Analysis
- Credit
- Financial Modeling
- Financial Planning
- Peoplesoft
- Fixed Income Analysis
- Business Strategy
- P&L Forecasting
- Financial Analysis
- Leadership
- Access
- Hedge Funds
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