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Joe Stein
Former Managing Director, Head of Corporates, Wells Fargo Investment Portfolio
Joe Stein is an accomplished professional with a strong educational background and extensive experience in finance and investments.
He holds a Master of Business Administration in Finance from Cornell Johnson Graduate School of Management, a Bachelor of Arts in Economics from Trinity College - Hartford, and has also studied at Mary Institute and St. Louis Country Day School (MICDS).
Joe has held various significant roles at Wells Fargo, including Corporates Portfolio Manager, Managing Director in Principal Investments, Director in Principal Investments, and Vice President as a Senior Analyst in Principal Investments.
Prior to his time at Wells Fargo, he served as a Vice President and Senior Credit Analyst at Winchester Capital Partners Limited, as well as an Associate Director in Equity and High Yield Research at UBS.
With a wealth of experience in financial management, investments, and analysis, Joe Stein is a seasoned professional in the finance industry.
