Joseph Fishman
About Joseph Fishman
Joseph Fishman is an Associate at Jefferies with a background in Mathematics and Economics, and extensive experience in investment management and financial systems.
Current Role at Jefferies
Joseph Fishman currently holds the position of Associate at Jefferies, a role he has been fulfilling since 2022. Located in Jersey City, New Jersey, his responsibilities at Jefferies involve key financial tasks pertinent to his expertise in the industry. With a robust background in finance and project management, Fishman is well-equipped to manage the demands of his position.
Previous Experience at Cross River
Joseph Fishman worked as a Loan Analyst/Underwriter at Cross River from 2021 to 2022. This remote role allowed him to leverage his analytical skills in assessing loan applications and underwriting processes. His experience in this position reflects his capability to perform detailed financial assessments and contribute to lending operations effectively.
Role as Project Manager at EdgarAgents
Before his tenure at Cross River, Joseph Fishman was employed as a Project Manager for Financial Systems at EdgarAgents from 2019 to 2020. Based in New York, this role involved overseeing the implementation and management of financial projects, ensuring systems were efficient and aligned with organizational goals. His work at EdgarAgents provided him with substantial experience in project management within financial contexts.
Private Portfolio Management
Joseph Fishman operated as a Private Portfolio Manager on a freelance basis from 2015 to 2022. His seven years in this role involved managing investments and portfolios independently, showcasing his ability to navigate financial markets and make informed investment decisions. This experience underscores his strong analytical capabilities and deep understanding of market dynamics.
Educational Background at Baruch College
Joseph Fishman graduated from Baruch College as a Dean's Scholar with a Bachelor of Arts in Mathematics. His academic background includes extensive studies in both Mathematics and Economics, providing a solid foundation for his career in finance. His achievements at Baruch College highlight his dedication and commitment to academic excellence.