Joe brings more than 20 years of experience working in the brokerage industry, serving in various capacities. Prior to joining ADP, Joe was instrumental in establishing National Investor Services Corp (NISC) as TD Waterhouse's affiliate clearing broker/dealer, and served as its President and Chief Executive Officer. He also continued to take on increasing responsibilities within TD Waterhouse that included building its Capital Markets group and overseeing its nationwide Call Centers and Investment Centers.
During his time at TD Waterhouse, Joe served as Chairman of ADP's Brokerage Processing Services (BPS) Steering Committee for two consecutive terms. "Joe's leadership during this period of time greatly enhanced the spirit of partnership and trust among the committee members and ADP, resulting in significant gains in this committee's effectiveness," said John Hogan, co-President, ADP Brokerage Services Group. "Joe is a proven team builder and leader. We wish him every success in leading our strategic growth initiative into the Clearing and Outsourcing Markets," he added.
Previous to his role at TD Waterhouse, Joe served as Vice President of Brokerage Operations at National Financial Services, a subsidiary of Fidelity Investment in positions of increasing responsibility. Earlier Joe worked at Thomson McKinnon Securities, a full service broker/dealer, and was responsible for various product, services and operating areas.