Josephine Corio
Operations Associate
ROLE
Assists with new client onboarding requests and customer account maintenance along with other operational functions.
EDUCATION
Saint Peter’s University – B.S. Marketing and Business Administration
EXPERIENCE
Pershing Advisor Solutions – Transition Account Manager: March 2006 – February 2024
The McNamara Group – Financial Services Consultant: June 2004 – March 2006
Morgan Stanley – Fund Accountant: January 2002 – June 2004
Pershing, Division of Credit Suisse First Boston – Mutual Fund Trade Support Specialist: November 1997 – August 2001
FUN FACT
In 2022, Josephine completed a full marathon through and down Mt Charleston in Nevada and she has also finished five half marathons. When she is not logging miles, she is a hobby baker channeling her creativity into sweet treats. She loves making everything from cupcakes, cake pops, and cookies to multi-tiered cakes for all kinds of celebrations.