Joanne Day is a Managing Partner of Trumpet, Inc. Trumpet designs and automates electronic document and workflow systems exclusively for financial advisory firms.
As a workflow designer, Jo customizes and automates workflow for advisory firms throughout the country. Jo’s knowledge of back office operations makes her a valued commentator.
Jo has been a guest columnist for many financial advisory publications and journals as well as a guest speaker at national, regional and local FPA, NAPFA, broker/dealer, and custodian-sponsored conferences.
Prior to founding Trumpet in 1999, Jo worked as a staff planner in a full service family office financial planning firm. She holds a Masters degree in Communication from the University of Florida.