Joseph M. Thompson

Managing Director

Joe brings a wealth of practical experience to the use and application of sophisticated financial modeling software to financial institution balance sheets. Before joining Performance Trust, Joe was instrumental in building ZM Financial Systems from a startup to a notable company in the asset/liability management (ALM) and fixed-income analytics space. As Vice President of Business Development, he was personally involved in every step from product development to client implementation and support. Prior to ZM, Joe worked for IPS-Sendero in various product and business development roles related to ALM. Prior to that, Joe held various banking positions including Investment Officer, Fixed-income Sales and Asset/Liability Manager. Joe holds degrees in finance and economics from Northwest Missouri State University.