Global Head of Client Services
Joanne works with Carolon’s clients to expand their strategic opportunities through the use of proprietary research, solutions-driven technology and innovative marketing and investor relations solutions. With over eighteen years in the financial services sector, she brings a unique perspective and drive to deliver measurable results to her clients.
Prior to joining Carolon, Joanne was the Director of Marketing & Digital Strategy for BlackArch Partners, where she directed and executed on a brand and marketing strategy using analytics, automation and high-touch client communications. Prior to joining BlackArch, Joanne was the Director of Investor Relations at Conversus Capital, L.P., a publicly traded company that specialized in the management of third party private equity funds.
Joanne has also held various investment banking positions on Wall Street, with firms such as Citigroup and Smith Barney, as well as Edelman Financial. Focusing mainly in mergers & acquisitions, Joanne helped advise multiple billion dollar corporate mergers and successfully obtained venture funding for a start-up company focused on consumer products and services.
Joanne is the President of Ellevate Network’s Charlotte Chapter, launching the organization in 2014 in partnership with the global network, and participates in numerous non-profit initiatives.