As the Chief Financial Officer for Choice Legal, Joe is responsible for financial reporting and profitability. A financial industry veteran, Joe brings more than 15 years of experience in leadership, problem solving and growth management. His expertise includes financial accounting and reporting, audit coordination, tax planning and compliance, IRS interaction, M&A, business development, strategic planning, board interaction, budgeting, contracts, risk management, statutory licensure, compliance and reporting, treasury and international responsibilities.
Joe has broad industry experience focused in healthcare, manufacturing and technology. Previously, as a partner with the Florida CFO Group, he provided sophisticated financial, operational and managerial guidance to growing small and mid-sized businesses. As senior partner for Visibility Management, he provided financial and general management services to companies in a wide variety of industries.
Joe was also executive VP and CFO for vision insurance carrier Advantica EyeCare where he was responsible for financial reporting, auditing, taxes, treasury, state compliance, budgeting and actuarial.
Joe received a Bachelor of Science degree in Accounting, graduating cum laude, from Le Moyne College in Syracuse, New York. He was a Certified Public Accountant (CPA) in New York State. He received an MBA, magna cum laude, from the University of Miami’s executive program. Joe is also a board member of the Tampa Bay chapter of Financial Executives International and a member of the Tampa Bay chapter of the Association for Corporate Growth.
Joe and his wife live in Dunedin, FL and have three adult children.