Joe has spent the past 30 years providing investment banking, corporate finance, and capital markets advisory solutions to a wide variety of clients in a multitude of industries. He has a long track record of success delivering results that maximize enterprise value and minimize operational risk.
Prior to founding Inflexion Financial, he co-founded Global Wired Advisors and Providium Group, two widely recognized investment banking advisory services in the lower middle market space. Both provide management consulting as well as merger and acquisition, recapitalization, and restructuring support to founder-led companies facing corporate change.
Prior to Global Wired Advisors and Providium Group, Joe was the global head of funding for Wells Fargo’s trading and investment banking division, Wells Fargo Securities. There, he oversaw the daily financing of $110 Billion of broker-dealer assets, and between $25 Billion and $40 Billion of additional capital market’s deal flow annually across all industry verticals. Prior to joining Wells Fargo, Joe managed a structured finance desk at Deutsche Bank where he was responsible for building structured derivative solutions for bank clients and hedging interest rate and equity market exposure.
Joe began his career on the floor of the Chicago Mercantile Exchange where he traded foreign exchange and interest futures for some of the world’s largest investment banks and hedge funds.
He has a Finance degree from Virginia Tech, is a GARP certified Financial Risk Manager, and a member of the International Association of Financial Engineers.
