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Joseph Richardson, Cfa profile image

Joseph Richardson, Cfa

Head of Trading at DGV Solutions LP
Intro Book
Seasoned finance professional with expertise in financial analysis, accounting, and corporate finance.
  • Claim this Profile
Location
Minneapolis, Minnesota, United States, US
Skills
  • Microsoft Excel
  • Accounting
  • Financial Analysis
  • Finance
  • Cash Flow
  • Show all
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Bio

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Joseph Richardson, CFA, is a seasoned finance professional with 10+ years of experience in financial analysis, accounting, and corporate finance. He holds a BS degree in Accounting and Finance from the University of Wisconsin-Eau Claire and has worked with top companies including Ecolab, Target, and DGV Solutions LP.

Experience

  • DGV Solutions LP
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Head of Trading
      • Jan 2021 - Present

    • Co-Head of Trading
      • Jan 2020 - Jan 2021

    • Senior Analyst
      • Aug 2017 - Jan 2020

      DGV Solutions LP is a registered investment adviser delivering institutional products and solutions. DGV’s main product, the DGV Enhanced U.S. Equity Fund, executes an options-based strategy seeking to enhance risk-adjusted returns relative to passive long-only exposure to the S&P 500 Index.

    • Analyst
      • Feb 2017 - Aug 2017

      DGV Solutions LP is a registered investment adviser delivering institutional products and solutions. DGV’s main product, the DGV Enhanced U.S. Equity Fund, executes an options-based strategy seeking to enhance risk-adjusted returns relative to passive long-only exposure to the S&P 500 Index.

  • Ecolab
    • United States
    • Chemical Manufacturing
    • 700 & Above Employee
    • Associate Financial Analyst II - Global Supply Chain Finance
      • Jun 2016 - Feb 2017

      Consolidate and present monthly inventory reports to senior executives.Manage hedging strategies for utilities, while researching for new opportunities.Communicate with global team to compile logistics spend and savings projects.

    • Associate Financial Analyst II
      • Jun 2015 - Jun 2016

      Create and present monthly Institutional financial reports.Responsible for the reporting and analysis of $950+ million of Institutional sales.

  • Target
    • Lino Lakes
    • Team Member
      • Nov 2007 - Apr 2015
      • Lino Lakes

      Dairy, Deli and Meat Department team member

  • Alpha Lambda Delta - Phi Eta Sigma
    • UW - Eau Claire
    • Treasurer
      • 2011 - Jan 2015
      • UW - Eau Claire

      Handle day to day transactions, budget annual spending and assist in event planning

  • Ecolab
    • Greater Minneapolis-St. Paul Area
    • Analyst Corporate Finance Intern
      • Jun 2014 - Aug 2014
      • Greater Minneapolis-St. Paul Area

      Created and integrated a new comparative analysis tool to enhance corporate account deal structuring and process.

  • Kohler Co.
    • Kohler, WI
    • Accounting Intern
      • Jun 2013 - Aug 2013
      • Kohler, WI

      Standardized monthly reporting and worked with marketing to eliminate unnecessary accounts.

Education

  • 2010 - 2014
    University of Wisconsin-Eau Claire
    BS, Accounting and Finance

Suggested Services

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Industry Focus. “Financial Services”

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