Joseph Purdy has been with Solium for more than 15 years and currently leads our Client Services team within our U.S.-based Solium Institutional Services (SIS) business segment supporting Shareworks clients and partners.
At Solium, Joseph has worked in several client service roles including operations, plan administration, training and consulting. His focus has mostly been on financial reporting and Section 16 filings. Prior to his current role, he led our Shareworks Certification Program for two years and was a senior member of the Product Management team for Transcentive.
Joseph has been a speaker on administrative and financial reporting topics at the Global Equity Organization (GEO) Annual Conference, National Association of Stock Plan Professionals (NASPP) Annual Conference and local chapter events, the Certified Equity Professional Institute (CEPI) Symposium and a variety of Solium events.
Joseph has a B.Sc. from Sacred Heart University in Connecticut. He is a Certified Equity Professional (CEP) and a Certified Shareworks Associate (CSA) as well as president of the Connecticut Chapter of the NASPP.