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@cetera.com
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4 phones found area 310 and 866
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Joe Faber is listed as Financial Services Executive at Steward Partners Global Advisory, based in United States, United States, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 310, 866, and a matched LinkedIn profile for Joe Faber.
Joe Faber previously worked as Chief Financial Officer at Steward Partners Global Advisory and SVP, Corporate Development at Cetera Financial Group. Joe Faber holds Ba, Geosciences from Princeton University.
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AeroLeads found 1 current-domain work email signal for Joe Faber. Compare company email patterns before reaching out.
Senior financial services executive with extensive financial, operational, corporate development and strategy experience.Twenty years’ experience in financial services industry, with a particular focus on broker-dealers, wealth management, asset management, financial technology, and credit-oriented businesses.Broad investment banking background, with extensive experience in mergers and acquisitions and capital markets transactions.
Listed skills include Mergers And Acquisitions, Private Equity, Capital Markets, Financial Modeling, and 25 others.
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A career timeline built from the work history available for this profile.
New York, NY, US
CFO for an industry-leading, rapidly growing wealth management firm.Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family,institutional and multigenerational investors. Our financial advisors deliver comprehensive wealthplanning and investment strategy implementation, professional asset services, private.
San Diego, CA, US
Responsible for mergers, acquisitions, divestitures, joint ventures and other strategic activities for one of the largest independent broker-dealer networks ($350+ billion assets, $120+ billion AUM), providing services for ~8,000 independent financial professionals.
San Diego, CA, US
Lead planning, reporting, and corporate development efforts for one of the largest independent broker-dealer networks ($250+ billion assets, $60+ billion AUM), providing services for ~8,000 independent financial professionals.
Advised financial services clients with respect to capital raising, corporate strategy, M&A, and corporate finance initiatives.
New York, NY, US
Advised on mergers, acquisitions, sales, divestitures and capital market transactions with a focus on financial technology / securities, and asset management sectors.Primary responsibilities included developing client relationships and overseeing all aspects of transaction execution including preparation of marketing materials and financial models.
Omaha, NE, US
Led $600MM acquisition of Thinkorswim, an options-oriented brokerage and investor education firm, and subsequent related integration / divestiture activities.Oversaw due diligence processes, negotiated and executed transactions, and generated deal flow through investment banking, private equity, and strategic dialogues.Conducted strategic analyses.
Zurich, CH
Managed and coordinated capital markets and advisory transactions, prepared marketing materials, constructed financial models, and spearheaded internal transaction approval processes.Notable transactions included the $250MM investment by Goldman Sachs into the First Marblehead Corporation, the $385MM sale of BMS, and the IPOs of Bovespa, ACA Capital and.
US
Led international business development initiatives. Negotiated exclusive software licenses for Korean and Japanese distributors.
US
Analyzed M&A candidates for Rare Medium and its portfolio companies, sourced and evaluated potential investment opportunities for a $125MM portfolio (~25 investments).Notable investments included DataSynapse (sold to TIBCO), Edmunds.com, and ePrize.
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Joe Faber works for Steward Partners Global Advisory.
Joe Faber is listed as Financial Services Executive at Steward Partners Global Advisory.
AeroLeads has found 1 work email signal at @cetera.com for Joe Faber at Steward Partners Global Advisory.
AeroLeads has found 4 phone signal(s) with area code 310, 866 for Joe Faber at Steward Partners Global Advisory.
Joe Faber is based in United States, United States, United States while working with Steward Partners Global Advisory.
Joe Faber has worked for Steward Partners Global Advisory, Cetera Financial Group, Hamilton Strategic Advisors, Morgan Stanley, and Td Ameritrade.
You can use AeroLeads to view verified contact signals for Joe Faber at Steward Partners Global Advisory, including work email, phone, and LinkedIn data when available.
Joe Faber holds Ba, Geosciences from Princeton University.
Joe Faber is listed with skills including Mergers And Acquisitions, Private Equity, Capital Markets, Financial Modeling, Investment Banking, Financial Services, Venture Capital, and Equities.
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