A lawyer by training, Joe spent 4 years at McKinsey & Company working with financial institutions and private equity firms investing in the fintech industry. During his final year at McKinsey, Joe closed a 7-figure consulting contract and caught the sales bug, leaving consulting to start building sales teams at fintech startups. Notable successes include SmartAsset (personal financial advice, currently valued >$1bn) and Ocrolus (financial document intelligence, currently valued >$500m). Now at DocFox, Joe leads the sales organization, which has more than tripled in the past year.
Joe holds a BA from the University of Pennsylvania and a joint JD/MBA from New York University.
Long-form company overview
DocFox is the leading provider of automated business account opening software, used by over 250 financial institutions worldwide including banks, credit unions, and fintechs. DocFox uses intelligent automation to create a streamlined onboarding experience, simplifying and automating previously manual tasks for both applicants and financial institutions. DocFox is a cloud-based SaaS application, combining a front office UX for clients completing applications and submitting documents with a back office UX for banking teams and BSA officers.