Joe Jaszemski

Joe Jaszemski is an experienced financial services professional with a robust background in management, coaching, and client relationship building. Currently serving as the Advisor Manager Specialist for the NE Region Team at TruStage since November 2020, Joe oversees the development and retention of over 100 Financial Advisors and Support Staff, collaborating with Credit Union executives on strategic initiatives for Retirement and Investment Programs. Previous roles include National Sales Coach at M&T Bank, where Joe created digital learning solutions, and Wealth Management Associate at Merrill Lynch, focusing on client experiences and training new team members. Joe's career began at JPMorgan Chase & Co. as a Private Wealth Associate, managing a substantial book of business, and earlier as a Licensed Personal Banker at WSFS Bank, where financial planning and client relationship management were key responsibilities. Joe holds a Bachelor of Science in Economics and a Bachelor of Arts in Sociology from the University of Delaware.