Joel Kulina

Examiner
DISC Type : cs

Managing Director, TMT at Wedbush Securities

Toronto, Ontario, Canada

Overview

Joel Kulina is the Managing Director and TMT Sector Head at Wedbush Securities. An expert in cash equities trading with deep knowledge of the global TMT supply chain, he is a frequent commentator on CNBC and Bloomberg, analyzing market-moving news. He earned his Bachelor of Arts from Skidmore College.

While at Janney Montgomery Scott, he drove business in the TMT sector and grew it by over 300% year over year.

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Big Tech Commentary
Regularly appears on CNBC and Bloomberg to provide expert analysis on major tech companies like Apple, Amazon, and Tesla following earnings reports and market-moving events.
AI Investment Trends
Discusses the momentum of AI as a key driver for companies like NVIDIA and Tesla, focusing on future revenue outlooks and investor sentiment in the artificial intelligence space.
TMT Equities
Leverages his extensive background as a long/short equity trader to develop trading strategies and provide insights into the Technology, Media, and Telecommunications sector.

Media Appearances

Wedbush Securities' Joel Kulina discusses what to expect from .... Featured in YouTube

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Joel Kulina: New Relic's Recent Struggles Are Another Example of a .... Featured in Wedbush Securities

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Joel Kulina: EA Is Struggling To Adapt To A Gaming World That Has .... Featured in Wedbush Securities

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Work History

9-2024
Managing Director, TMT at Wedbush Securities
8-2022 - 8-2024
TMT Trader at Balyasny Asset Management L.P.
5-2014 - 9-2022
Head of Technology/Media Trading at Wedbush Securities
2-2013 - 5-2014
Senior Trader, director at Janney Montgomery Scott
2-2006 - 2-2013
Director, Equity Trader at Knight Capital Group

Education

Bachelor of Arts (B.A.) from Skidmore College
Education details unavailable from Hightstown High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Managing Director, TMT at Wedbush Securities
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joel

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Joel take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Joel

Personality Compatibility


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