Joan Rockey Email & Phone Number
Chief Financial Officer and FINOP (Series 27) @ Simplex Trading LLC
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Joan Rockey Location
- Chicago, IL, US
Joan Rockey Work
- 2025 -now Chief Financial Officer and FINOP (Series 27) @
- 2021 -now Principal @
- 2025 -2025 Chief Financial Officer @
- 2023 -2025 Chief Financial Officer @
- 2022 -2022 SEC Regulated Wealth Mgmt - Equity Partner, Chief Financial Officer (CFO), Secretary, Treasurer @
- 2021 -2022 Chief Financial Officer @
- 2020 -2020 SEC Regulated Wealth Mgmt - Equity Partner, Chief Financial Officer (CFO) @
- 2014 -2020 SEC Regulated Investment Mgmt and Family Office - Chief Financial Officer (CFO), Equity Partner @
- 2013 -2014 Chief Financial Officer @
- 2012 -2013 Chief Accounting Officer (CAO) @
- 2008 -2012 Hedge Fund - Principal @
- 1998 -2008 SEC Regulated Broker-Dealer and Prop Trading Firm - CFO, COO, and Event-Driven Portfolio Manager @
- 1996 -1998 Financial Analyst, Event Driven @
- 1993 -1996 Management Consultant, Reorganization and Restructuring Financial Advisory Group @
- 1993 -1993 Accountant @ Grabowski Tractor Company
Joan Rockey Education
- MIT Sloan School of Management 2020-2021
- University of California, Berkeley
Exeutive Course (Data Science for Executives)
2019-2019 - DePaul Driehaus College of Business
Masters of Science (Taxation (MST))
2014-2016 - DePaul Driehaus College of Business
Masters of Science (Finance (MSF))
1995-1999 - Gies College of Business - University of Illinois Urbana-Champaign
Bachelors of Science (Accounting)
1988-1993
Joan Rockey Skills
- Investment Management
- Venture Capital
- Acquisition Integration
- Cash Flow
- Key Performance Indicators
- Cash Flow Forecasting
- Strategic Thinking
- Transaction Advisory
- Financial Planning and Analysis (FP&A)
- Technical Accounting
- Board of Directors
- Analytical Skills
- Advisory Boards
- Big Four Accounting Firms
- Family Office
- Financial Services
- Wealth Management Services
- Mergers & Acquisitions
- Strategy
- Private Equity
- Corporate Finance
- Alternative Investments
- Hedge Funds
- Business Valuation
- Strategic Planning
- Restructuring
- Capital Markets
- GAAP
- Business Process Improvement
- Tax Advisory
- Budgeting
- Forecasting
- Financial Reporting
- P&L Management
- Due Diligence
- Finance
- Treasury
- Sales Growth
- Strategic Leadership
- Executive Management
- Leadership
- Decision-Making
- Executive Leadership
- Strategic Finance
- Capital Structure
- Compensation
- Financial Engineering
- P&L Operations
- Corporate FP&A
- Financial Modeling
- Equities
- Portfolio Management
- Options
- Financial Analysis
- Investments
- Asset Management
- Mergers
- Trading
- Proprietary Trading
- Risk Management
- Strategic Financial Planning
- Derivatives
- Investment Strategies
- Banking
- Series 7
- Investor Relations
- Business Strategy
- Financial Accounting
- Tax Accounting
- Operations Management
- Operational Risk
- Risk Analysis
- Business Restructures
- Debt Restructuring
- US GAAP reporting
- US GAAP
- GAAP Standards
- Tax Preparation
- Corporate Tax
- Income Tax
- Registered Investment Advisor
- Mutual Funds
- Broker-Dealer
- Customer Service
- International Business
- CEO Succession
- Change Management
- Energy Industry
- Mergers and Acquisitions
- Registered Investment
- Technology Integration
- Project Management
- U.S. SEC Filings
- Venture Financing
- Management
- Broker Dealer
- Entrepreneurial Finance
- Value Engineering
- International Tax
- Social Media
- Start Ups
- Marketing Strategy
- Strategic Financial
- Financial Structuring
- ERP Implementations
- Tax Advantaged Investment Strategies
- Decision Making
- Financial Results
Joan Rockey Summary
- Joan Rockey, based in Chicago, IL, US, is currently a Chief Financial Officer and FINOP (Series 27) at Simplex Trading LLC. Joan Rockey brings experience from previous roles at 633EAST consulting llc, Simplex Trading LLC, Permanent Capital Partners and The Mather Group, LLC. Joan Rockey holds a 2020 - 2021 MIT Sloan School of Management. With a robust skill set that includes Investment Management, Venture Capital, Acquisition Integration, Cash Flow, Key Performance Indicators and more. Joan Rockey has 3 emails and 2 mobile phone numbers on RocketReach.
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