Advisory Board Member Profile
Joe Bennett
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The Bancorp
Director, Regional Business Development Officer |
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Joe Bennett
DIRECTOR, SOUTHEAST REGIONAL BUSINESS DEVELOPMENT OFFICER Joe Bennett is Director and Southeast Regional Business Development Officer for The Bancorp Institutional Banking. He works closely with investment firms, financial advisors and their clients, and business executives to expand their range of financial management tools. Core offerings include securities-backed lines of credit, insurance-backed lines of credit, advisor acquisition financing, and full-service banking solutions. Joe has over 25 years of experience in the financial services industry. He was a founding partner of m-Power Holdings, a start-up B2B2C next-generation private-label fulfillment lending platform launched to deliver planning-based, total balance sheet solutions to affinity groups, financial advisors, RIAs and their high-net-worth clients. He built sales and operational business models, led all sales and business development activities and presented the m-Power opportunity to potential investors to fund the enterprise Earlier in his career, Joe built the start-up wealth management lending operations for Merrill Lynch Credit Corporation and Charles Schwab Bank. He also served as National Sales Director at Schwab where he led the High-Net-Worth lending teams. Joe is a graduate of Sacred Heart University and attended the Wharton School of Business where he completed course study at the Securities Industry Institute. |
Areas of Expertise
FinTech Strategies, Banking Innovation, Financial Inclusion
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Digital Badge (Copy to share) |
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