Joe Pellegrini is a Product Owner & Senior Business Analyst who’s spent his career helping financial services companies build better products and make smarter use of their data. He’s worked across consulting, investment management, retirement services, and middle office operations, picking up deep experience in everything from Agile delivery and stakeholder management to SQL, BI tools, and AI workflows along the way. Joe has a knack for translating complicated technical problems into solutions that actually make sense for the business, and has spent years doing just that across a variety of fast-moving environments.
Before transitioning into tech, he served in the Pennsylvania Army National Guard for nearly eight years as a Small Arms & Artillery Repair Specialist, earning the Army Commendation Medal for Meritorious Service. He holds a B.S. in Accounting & Finance from West Chester University, an Investment Foundations Certificate from the CFA Institute, and several Certificates of Completion in Claude from Anthropic.
