Champion of Partner Success
Joseph Lin is a Champion of Partner Success. In this role, he serves as our Partner Advisors’ advocate as they transition their business to AdvicePeriod. Working closely with all new Partner Advisors, Joseph coordinates every aspect of their business, allowing Partners to spend more time with their clients and finding new ones.
Prior to AdvicePeriod, Joe was a Assistant Vice President with Citi Private Bank and Prestige Capital Management in New York, where he led a team focused on trading and operations support.
Joe earned his B.S. in global business from University of Redlands.