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.

Hart Roberts

Digital marketing + web design in Raleigh, NC. Always searching for fresh and creative ways companies can interact, engage and gain exposure with creativity, analytical thinking, and social metrics.

https://www.chair8media.com
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Katie Lanier