Joan Rockey
Principal at 633EAST consulting llc | Greater Chicago Area
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Joan Rockey serves as the Principal at 633EAST Consulting LLC, where she leverages her extensive background as a CFO in the financial services sector to guide high-growth companies through strategic transformations. With a robust portfolio that includes leadership roles in national wealth management, investment management, registered investment advisory (RIA) firms, hedge funds, broker-dealers, family offices, and proprietary trading firms, Joan brings a wealth of expertise in navigating the complexities of SEC regulations and compliance. Her career began in the fast-paced world of finance, where she honed her analytical skills and developed a keen understanding of financial engineering, budgeting, and treasury management.
At 633EAST Consulting, Joan is instrumental in delivering tailored solutions that address the unique challenges faced by family offices and financial services firms undergoing transactional changes. Her focus on operational strategy and data analytics empowers clients to make informed decisions that drive business process improvement and enhance overall performance. Joan's strategic insights are particularly valuable for organizations looking to restructure or optimize their financial frameworks during periods of rapid growth or significant transition.
Joan's ability to serve on advisory boards further underscores her commitment to fostering collaboration and innovation within the industry. By combining her executive management experience with a deep understanding of the financial landscape, she positions her clients for sustainable success in an ever-evolving market. Her passion for guiding organizations through complex financial scenarios makes her a sought-after expert in the realm of financial services consulting.
Principal at 633EAST consulting llc in November 2022 to Present
Chief Financial Officer at Permanent Capital Partners in October 2023 to Present
SEC Regulated Wealth Mgmt - Equity Partner, Chief Financial Officer (CFO), Secretary, Treasurer at The Mather Group, LLC in March 2022 to November 2022
Chief Financial Officer at The Mather Group, LLC in January 2021 to March 2022
SEC Regulated Wealth Mgmt - Equity Partner, Chief Financial Officer (CFO) at Cerity Partners in March 2020 to December 2020
SEC Regulated Investment Mgmt/Family Office - Chief Financial Officer (CFO), Equity Partner at Castleark Management LLC in December 2014 to April 2020
Chief Financial Officer at Castleark Management LLC in December 2013 to December 2014
Chief Accounting Officer (CAO) at Castleark Management LLC in October 2012 to December 2013
Hedge Fund - Principal at Hadelrock Capital Management in January 2008 to January 2012
SEC Regulated Broker-Dealer / Prop Trading Firm - CFO, COO, and Event-Driven Portfolio Manager at Option Opportunities Corp. in January 1998 to January 2008
Financial Analyst, Event Driven at Option Opportunities Corp. in October 1996 to January 1998
Management Consultant, Reorganization and Restructuring Financial Advisory Group at EY in January 1993 to October 1996
Accountant at Grabowski Tractor Company in May 1993 to August 1993
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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
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What is Joan Rockey email address?
Email Joan Rockey at [email protected]. This email is the most updated Joan Rockey email found in 2026.
What is Joan Rockey phone number?
Joan Rockey phone number is +17083869100.
How to contact Joan Rockey?
To contact Joan Rockey send an email to [email protected]. If you want to call Joan Rockey try calling on +17083869100. (updated on October 30, 2024)
What company does Joan Rockey work for?
Joan Rockey works for 633EAST consulting llc
What is Joan Rockey's role at 633EAST consulting llc?
Joan Rockey is Principal
What industry does Joan Rockey work in?
Joan Rockey works in the Financial Services industry.
Joan Rockey Email Addresses
Joan Rockey Phone Numbers
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