Joe Jacques

Joe Jacques

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location of Joe JacquesSan Francisco, California, United States

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  • Timeline

  • About me

    Director at BTIG

  • Education

    • University of California, Berkeley

      -
      Bachelor of Arts - BA Social Science

      Activities and Societies: 4 year member and letterman of Division 1 Pac 10 football team

  • Experience

    • Bank of America

      Jan 2000 - Nov 2008

      I was promoted to this role where I serviced 15 hedge fund clients during a time of rapid growth for the business and quickly developed strong in-depth knowledge of Prime Brokerage. πŸ‘‰ Contributed to 50% business growth and grew the swap business by 100%. I was deeply involved in all client service and sales efforts and acted as Principal for a combined group which I successfully integrated and combined from three different product groups.πŸ‘‰ Grew business by 33% during this time.

      • Vice President of Prime Brokerage, Senior Relationship Manager/Principal

        Feb 2005 - Nov 2008
      • Vice President, Corporate Services, Venture Services, Employee Trading

        Jan 2000 - Jan 2005
    • BNP Paribas Prime Brokerage, Inc.

      Nov 2008 - Jan 2011
      Director of Prime Brokerage / Senior Relationship Manager / Principal

      I was the acting Principal and Supervisor for all daily client service activities managing daily coverage of top West Coast clients. I also worked closely with Sales and Capital Introduction teams to solidify existing relationships, develop new ones and successfully cross-sold products. Created a new revenue stream as a key contributor to the development of a regional long lending program. πŸ‘‰ Oversaw and managed all compliance related issues and risk management for the branch. πŸ‘‰ Successfully integrated systems, including the one year plus Advent/Geneva roll out for San Francisco. Show less

    • BNP Paribas

      Jan 2011 - Mar 2021
      Director of Prime Brokerage & Head of Operations

      In this role, I manage and supervise the San Francisco branch Relationship Managers in addition to monitoring all branch client trading, financing, securities lending, and portfolio accounting activity, I also serve as the series 24 for all branch activities. I also provide coverage to high profile institutional clients and lead efforts to increase business opportunities working very closely with existing accounts, cultivating new ones and cross-selling where it best meets the clients need.πŸ‘‰ Had ZERO losses in 7 of 9 years and NO client complaints in same period.πŸ‘‰ Grew average revenue per employee by 50% during this time. Show less

    • BTIG

      Mar 2021 - now

      Capital Markets

      • Director

        Jan 2024 - now
      • Vice President

        Mar 2021 - now
  • Licenses & Certifications

    • Series 4, Series 7, Series 9, Series 10, Series 24, Series 63 and Series 79

      FINRA
  • Volunteer Experience

    • Volunteer

      Issued by San Francisco SPCA
      San Francisco SPCAAssociated with Joe Jacques
    • Youth Coach for soccer, baseball, and football

      Issued by Local Sports Programs
      Local Sports ProgramsAssociated with Joe Jacques
    • Donor

      Issued by St Vincent Depaul Charity
      St Vincent Depaul CharityAssociated with Joe Jacques