Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. MArk Advisory LLC is not a subsidiary or affiliate of MML Investors Services, LLC. 250 West 34th Street One Penn Plaza Suite 2035 New York, NY 10119-0002 Phone: (212) 736-2001. CRN202607-4260353
JOSEPH BORGESE
PRACTICE MANAGER
TEAM ASSOCIATE
One Penn Plaza, Suite 2035
New York, NY 10119-0002
646-473-4122
ABOUT JOSEPH
As the Client Service Manager at Mark Advisory, Joe brings a wealth of experience and expertise to the team. With a background in Information Technology and over 32 years of experience at PricewaterhouseCoopers, Joe provides valuable insights on how to streamline processes, manage data, and automate tasks to improve the overall client experience.
Joe’s technical proficiency includes data management, transformation, and application programming. He has worked extensively with Alteryx, VBA programming, SQL, and Lotus Notes application development. His background enables him to identify and implement solutions to complex technical problems.
Joe received his Bachelor’s Degree in Computer Science from New York Institute of Technology-Old Westbury, and is a Certified SQL Server Application Development Professional.
Joe was born and raised on Long Island. He enjoys playing chess, making wine, and currently plays the keyboards for an 80s tribute band. He has been happily living with his Domestic Partner for the past several years.