With over 25 years of Wall Street experience, Joseph Saldana held executive roles at major global investment banks, asset management firms, private equity, hedge funds, and wealth management organizations. As a Senior Executive at Deutsche Bank, Lehman Brothers, and Pinnacle Advisor Group, he led sales and marketing efforts, developing mission statements and value propositions for diverse channels. He spearheaded mergers and acquisitions for leading global banks, including the sale of a major passive asset management business to Northern Trust. His initiatives introduced business efficiencies, reengineering operations to enhance competitiveness in the global market. Leveraging expertise across technology, risk management, operations, and compliance, he successfully managed large-scale global organizations as well as startup hedge funds, private equity firms, and wealth management businesses. His leadership created a track record of driving organizational growth and aligning multi-disciplinary functional groups to achieve strategic objectives.
