Joe has more than 20 years of financial and executive experience. Joe started his career at a regional CPA firm and was Principal prior to accepting the position of Director of Finance for a large publicly traded Canadian company, where he focused on US operations and corporate development. He led the company through eight successful acquisitions before starting his own web-based software company. Joe has worked with family offices and private equity firm as CFO, overseeing all investment opportunities and managing the growth of its portfolio companies.
- CFO – RAM Capital
- CFO – Compose Software, with sale to Oracle
- Director of Finance – Enbridge, Inc., publicly traded on Toronto Stock Exchange
- Principal – Morris Cohen, LLC, a CPA Firm based in Philadelphia
Credentials: CPA (retired)
Education: Penn State University