Joe Simmers
Charlotte, North Carolina,United States
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Joe Simmers is a highly experienced technology leader specializing in the financial services industry. Currently serving as Senior Vice President and Head of Distribution Technology at PIMCO, he is responsible for the strategy, development, and implementation of technology solutions that support PIMCO's global distribution, sales, and marketing efforts. His expertise encompasses digital transformation, wealth management technology, client relationship management (CRM) systems, and data analytics platforms, aimed at enhancing client engagement and operational efficiency. Prior to PIMCO, Joe held significant leadership positions at Charles Schwab, where he drove technology strategy for advisor and retail client platforms, and at Deloitte Consulting, where he advised financial institutions on technology and operations.
Professional Summary
Joe Simmers's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Head of Distribution Technology at PIMCO
Leads the technological vision and execution for PIMCO's global distribution channels, overseeing platforms crucial for sales enablement, client servicing, and marketing operations for one of the world's premier fixed income investment managers.
Leadership in Financial Advisor & Client Technology
During his tenure at Charles Schwab, played a key role in advancing technology solutions for financial advisors and retail clients, contributing to enhanced digital experiences and platform capabilities in the wealth management sector.
Expertise in Financial Services Consulting
As a Senior Manager at Deloitte Consulting, provided strategic advice and implemented technology and operational improvements for a diverse range of clients in the financial services industry.
Driving Digital Transformation Initiatives
Consistently focused on leveraging technology to transform business processes, improve client experiences, and drive growth within large-scale financial organizations.
Educational Background
Master of Science - MS, Finance, General
William & Mary - Year 2022
Bachelor of Science - BS, Civil Engineering
Virginia Military Institute - Year 2006
Antiterrorism Officer Level 2
U.S. Air Force Special Operations School - Year 2018
Expeditionary Warfare School
Marine Corps University - Year 2017
Marine Corps Police Academy - West - Year 2012
U.S Marine Corps Military Police Officer School - Year 2011
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Company Overview
Bank of AmericaBank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs, and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world.
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