Joe is a 19-year veteran of business development strategy, structure and execution who has founded, nurtured, and seen through to exit, a wide array of companies in revenue and client- based transaction business models. Joe has a long record of successfully guiding local, national and multi- national clients with their personal, commercial and biz op acquisitions, leverage obligations, asset reposition and disposition.
Joe has facilitated over $120 million in financial transactions, demonstrating consistent success in specific areas of expertise which include strategic planning, transaction management and financial structuring. Joe specializes in applying his expertise and market knowledge to recurring revenue models, disruptive technologies, media, cannabis, foreign exchange indices and precious metals, including both numismatics and bullion, that consistently exceed the investment goals of his clients that include Treasure Coast Asset Management and Wealth Management and Advisory.
In addition to serving as a volunteer with numerous local charities, Joe, his wife and his children are active members of the Christ Fellowship Church.