Santa Clara University


Joseph Purdy, Jr., CEP
Director, Platform Education & Certification, Solium

Joe Purdy has been with Solium for over 13 years serving in various client service roles including Support Specialist, Plan Administrator, Training Consultant, and Manager, Financial Reporting.  Joe currently leads Solium's education and certification programs that are offered to internal staff and clients. Prior to his current role, Joe was a senior member of the Product Management team for the Transcentive suite focused on financial reporting, Crystal Reports and leading the quality assurance team.

Joe has been a speaker at the NASPP Annual Conference, CEPI Symposium, NASPP Local Chapter Meetings and various Solium events on administrative and financial reporting topics. He has also proctored the Certified Equity Professional (CEP) Level 2 study group for the NCEO for the last two years.  Joe earned his Bachelor of Science degree from Sacred Heart University in Connecticut, his CEP designation in 2005 and is an officer for the Connecticut Chapter of the NASPP.

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