Joseph Wells work email
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Joseph Wells personal email
Savvy Commercial Finance professional with expertise in business development, loan originations, credit analysis, and underwriting. Possess strong credit skills, business acumen, verbal and written communication skills. Known for value-add idea generation, thinking outside the box, and creating the win/win. As a result, has successfully originated over $8 Billion in loan commitments since 2008.
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Managing DirectorSlr Credit SolutionsChicago, Il, Us -
Managing DirectorSlr Credit Solutions May 2022 - PresentBoston, Ma, UsSource, structure & execute senior secured credit facilities for SLR Credit Solutions and other divisions of SLR Capital Partners. SLR Credit Solutions is a middle market direct lender that focuses on secured asset-centric (ABL RLOC, split lien TL (predicated on M&E, RE & IP) and FILO/2L tranches), recurring revenue software (starting at $30MM ARR) & cash flow loans (min EBITDA of $25 million) to both sponsored and non-sponsored companies. Our facilities range from $20 - $200 million for our own book with the ability to syndicate larger facilities. We are known for thinking outside the box to deliver ideal outcomes for unique situations that banks and regular way private credit lenders avoid. -
Managing DirectorWells Fargo Capital Finance Jun 2016 - May 2022• Source, Structure & Execute asset-centric & recurring revenue based software financings across the Midwest & Southeast• Work closely with 3rd party referral source network, including private equity, turnaround consulting, investment banking, debt placement and commercial/corporate banking communities
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Senior Vice PresidentWells Fargo Commercial Banking Sep 2014 - Jun 2016• Responsible for sourcing new business for Wells Fargo Commercial Banking across Southern Wisconsin. • Represent Wells Fargo's multitude of products and services. This includes all types of lending such as, among others, Corporate Credit Facilities, Equipment Leasing/Lending, and Real Estate Lending, as well as all types of general bank services, including, among others, Treasury Services, Retirement Planning, Foreign Exchange, and Risk Management.
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DirectorWells Fargo Capital Finance Mar 2007 - Sep 2014San Francisco, California, Us• Responsible for sourcing Commercial Asset-Based Lines of Credit and Accounts Receivable Securitizations for mid-market and large corporate companies with deal sizes ranging from $30 million to over $1 billion. • Develop relationships with CFOs, Treasurers, and CEOs of prospective clients through building out prospect lists, cold calling, and working with internal Wells Fargo Bank referral sources (corporate, commercial, and investment bankers).• Quickly analyze lending opportunities in various industry sectors to include manufacturers, service companies, distributors, payroll processing, software companies, specialty finance companies, and hospitality companies. -
Credit Management Training ProgramWells Fargo Capital Finance Sep 2006 - Mar 2007San Francisco, California, Us• Participated in a six-month advanced credit-training program to enhance credit underwriting skills, client relationship management, and business development techniques.• Perform credit analysis including: quantitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment, and loan structuring.
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Financial Analyst ProgramWells Fargo Bank - U.S. Corporate Banking 2004 - 2006• Underwrote the credit of new and existing syndicated deals to support everything from general refinancings to dividend recapitalizations.• Modeled historical and future financial statements of various companies, enabling analysis of a company’s operational strengths and weaknesses including leverage, liquidity, cash flow, availability of collateral, and debt service capacity.• Researched and analyzed strengths, weaknesses and key risks of various industries including real estate, timber, car rental, retailer, waste management, shipping, trucking, and high tech companies.
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Project AnalystRobert W. Baird & Co. Jan 2004 - Aug 2004Milwaukee, Wi, Us• Review and Analyze customer account records, including group retirement plans to ensure accuracy of trade commissions through contact with clients, financial advisors, and mutual fund representatives.• Research mutual fund prospectuses, fund websites, and the NASD website.• Comply with regulatory requirements mandated by the NASD, SEC, and mutual fund companies.• Prepare Analysis spreadsheets imperative for internal/external auditing control purposes.
Joseph Wells Skills
Joseph Wells Education Details
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Smu Cox School Of BusinessFinance -
Metairie Park Country Day
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Trinity
Frequently Asked Questions about Joseph Wells
What company does Joseph Wells work for?
Joseph Wells works for Slr Credit Solutions
What is Joseph Wells's role at the current company?
Joseph Wells's current role is Managing Director.
What is Joseph Wells's email address?
Joseph Wells's email address is jo****@****rgo.com
What schools did Joseph Wells attend?
Joseph Wells attended Smu Cox School Of Business, Metairie Park Country Day, Trinity.
What skills is Joseph Wells known for?
Joseph Wells has skills like Finance, Credit, Credit Analysis, Investment Banking, Loans, Financial Structuring, Analysis, Crm, Business Development, Management, Cash Flow, Auditing.
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