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Joe is the Senior Director of Gift Planning and joined the team in 2015. No stranger to financial services, Joe spent over 20 years in the financial sector working for Solomon Smith Barney, UBS Inc. and Bank of America Merrill Lynch after earning his bachelor's degree in economics from Northeastern University. He moved his family back to his wife's hometown of Amherst to take a position at the flagship campus. Joe recently earned a master’s degree in Public Policy and Administration at the College of Social and Behavioral Sciences. Class of 2021.