Joe is an Executive Director at Wells Fargo with over 13 years of experience specializing in bank capital, regulation, and fixed income markets. He advises institutions on funding and liquidity strategies and holds an MBA from The University of Chicago Booth School of Business.
He recently began a new role as Executive Director, leading the banks advisory practice within the Corporate & Investment Bank at Wells Fargo.
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Experience
15 Years
Current Role
Executive Director
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview
How Joe shows up
Information Seeker
Negotiator
Objective Thinker
Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.
Priorities
Topics Joe cares about
Bank Capital & Regulation
His core expertise involves advising institutions on capital structure and navigating complex regulatory environments, a key focus throughout his 13-year career.
Fixed Income Markets
He has extensive experience on both the buy-side and sell-side in fixed income, including roles in portfolio management and corporate credit research.
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Career
Work history
1-2024
Executive Director
Wells Fargo
9-2021 - 1-2024
Vice President
Wells Fargo
9-2019 - 12-2020
Vice President, Fixed Income Portfolio Management
PPM America, Inc.
3-2019 - 8-2019
Assistant Vice President, Corporate Credit Research
PPM America, Inc.
3-2018 - 3-2019
Associate, Corporate Credit Research
PPM America, Inc.
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2018 - 2021
Master of Business Administration - MBA
The University of Chicago Booth School of Business
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
Other Wells Fargo Employees
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