Jo Anne has over 15 years of experience in trading, sales, and portfolio management. She began her career at Merrill Lynch in New York City, where she worked on the floor of the NYSE and supported Institutional Sales and Trading. Jo Anne also traded using both fundamental and quantitative equity strategies while at Merrill Lynch.

Jo Anne has also worked as a credit analyst for a distressed debt fund, Turnberry Capital in Greenwich, CT. While at RG Niederhoffer in New York City, she managed the equity portfolio utilizing a technical trading strategy. Jo Anne also worked in institutional sales at Global Hunter Securities and sold oil & gas equity research for Iberia Capital Partners, part of IberiaBank. Most recently, she was in Institutional Sales for the KLR Group in Houston. Jo Anne received her Bachelor of Arts degree in American Studies from Cornell University. Additionally, Jo Anne has previously held a Series 3, and 55 and currently holds a Series 7, 63 and 65.