As Unit’s Chief of Staff, Joe is head of new bank partnerships and leads complex projects across Unit’s functional teams.
Joe was Unit’s first US employee, joining in June 2020 as Director of Operations. In that role, he built and led Unit’s Success, Support, and Business Operations teams for two years, developing client-facing processes, managing strategic vendors, and overseeing 130+ client relationships.
Prior to Unit, Joe was a Principal consultant at Promontory Financial Group, a global boutique consultancy focused on financial services strategy and regulatory compliance. Based in Washington, DC, and then London, UK, Joe led projects in the US, Europe, and Asia, advising his clients on a variety of bank compliance, consumer protection, data privacy, and fintech matters. He began his career at the Consumer Financial Protection Bureau (CFPB).
Joe received his bachelor’s degree with honors from Stanford University and holds law and master’s degrees from Duke University.
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