As the Head of Retirement Services, Joannie leads the bank's full service qualified plan business. People's offers complete retirement administration and recordkeeping services while also serving as an investment fiduciary for all types of retirement plans.
Prior to joining People's, Joannie was the President and a Director of Prudential Bank & Trust, FSB, which supported Prudential's institutional retirement and IRA businesses. She previously served as Prudential's Head of Retirement and Third Party Investment Products and before that, led Prudential's Defined Benefit business. Joannie also has 15 years of experience at Bank of America (previously Fleet Bank and Merrill Lynch) in various roles within wealth management. Her responsibilities ranged from Chief Investment Officer of Merrill's Retirement Group to Head of Investments and Chief Risk Officer for Merrill's Trust Company.
She began her professional career as a tax attorney with Withers Bergman, formerly Bergman, Horowitz and Reynolds in New Haven, CT.
FINRA series licenses 7, 24 and 66
- Cornell University, Bachelor of Arts
- Georgetown University, Juris Doctor