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Joe Teno

Director - Wealth Management Consulting
NTT DATA
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19 Sep 2023
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Charlotte
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Followed by John Sims, Martha Boyle and 5 others you follow

Bio

Joe has over 15 years of experience consulting for top-tier Financial Services clients and platforms, mainly in the Wealth Management and Banking sectors.

He has served diverse Functional and Technical roles spanning from Program/Project management design and execution through to leading data conversions for system migrations and integrations and designing new database table structures and APIs for innovative product features.

Joe has an engineering degree from Northwestern University and a Graduate Certificate in Financial Services Analytics from Stevens Institute of Technology.

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Director - Wealth Management Consulting
NTT DATA
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Joe Teno

Generative AI and The Evolution of Wealth Management for the Digital Native Cohort

Traditional wealth management is, and was, deeply rooted in personal relationships and high-touch services. Advisors and clients often meet face-to-face, building trust over time through personalized advice and meticulous service. This model, while effective for previous generations, is now being challenged as we enter the greatest wealth transfer ...

03 October 2024 Artificial Intelligence and Financial Services

Joe writes about

  • artificial intelligence
  • wealth management

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