Joseph Berg
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Joseph Berg Email & Phone Number

Investment Banking Analyst at Stephens
Location: Dallas-Fort Worth Metroplex, United States 8 work roles 1 school
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Current company
Role
Investment Banking Analyst
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Joseph Berg? Overview

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Quick answer

Joseph Berg is listed as Investment Banking Analyst at Stephens, a with 1165 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Joseph Berg.

Joseph Berg previously worked as Investment Banking Summer Analyst at Stephens and Logistics Manager at Princeton Student Agencies. Joseph Berg holds A.B., Economics from Princeton University.

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Email format at Stephens

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Stephens

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Profile bio

About Joseph Berg

Joseph Berg is a Investment Banking Analyst at Stephens. He possess expertise in alternative assets, hockey, sports, public speaking, leadership and 6 more skills.

Listed skills include Alternative Assets, Hockey, Sports, Public Speaking, and 7 others.

Current workplace

Joseph Berg's current company

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Stephens
Stephens
Investment Banking Analyst
little rock, arkansas, united states
Website
Employees
1165
AeroLeads page
8 roles

Joseph Berg work experience

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Investment Banking Analyst

Current

Dallas, Texas, United States

Jun 2024 - Present

Investment Banking Summer Analyst

Dallas, Texas, United States

May 2023 - Aug 2023

Logistics Manager

Princeton, New Jersey, United States

Organize delivery and storage of belongings for 500+ students, generating $100K+ in revenue for the student agencyLead all aspects of logistics operations, which include proper requisition management, daily item count audits, and recoup and damage controlHelp lead customer correspondence and execute solutions for 500+ customers and their complaintsEstablish efficient line of communication between managers and truck drivers to effectively respond to students’ requests

Apr 2022 - Sep 2022

Summer Investment Analyst

Dallas, Texas, United States

Analyzed companies from a financial, operational, and industry perspective at a long/short equity fund Conducted research on TMT and Consumer companies that consisted of fundamentals based, bottom-up financial analysis, and assisted with fund investment decisions with a long-term (1-3 year) outlookInitiated research calls with third party vendors, sell side analysts, and executive management, gleaning proprietary insights in support of a more robust diligence processBuilt trackers, conducted surveys, and monitored social media trends to augment portfolio manager’s decision-making process, leading to efficiencies across the organizationFacilitated operations and investor relations by helping format marketing materials and run investor database

May 2021 - Aug 2021

Summer Investment Analyst

May 2020 - Nov 2020

Summer Investment Analyst

Dallas, Texas

May 2019 - Aug 2019

Skratch Associate

Skratch Solutions Llc

Dallas/Fort Worth Area

May 2018 - Aug 2018

Sales Employee

Plato'S Closet

Dallas/Fort Worth Area

May 2017 - Aug 2017
Team & coworkers

Colleagues at Stephens

Other employees you can reach at stephens.com. View company contacts for 1165 employees →

1 education record

Joseph Berg education

FAQ

Frequently asked questions about Joseph Berg

Quick answers generated from the profile data available on this page.

What company does Joseph Berg work for?

Joseph Berg works for Stephens.

What is Joseph Berg's role at Stephens?

Joseph Berg is listed as Investment Banking Analyst at Stephens.

Where is Joseph Berg based?

Joseph Berg is based in Dallas-Fort Worth Metroplex, United States while working with Stephens.

What companies has Joseph Berg worked for?

Joseph Berg has worked for Stephens, Princeton Student Agencies, Bwcp, Lp, Skratch Solutions Llc, and Plato'S Closet.

Who are Joseph Berg's colleagues at Stephens?

Joseph Berg's colleagues at Stephens include Mimi Gavigan, Jacob Farque, Julia Hegwood, Lindsey Selucky, and Stacy Pettis.

How can I contact Joseph Berg?

You can use AeroLeads to view verified contact signals for Joseph Berg at Stephens, including work email, phone, and LinkedIn data when available.

What schools did Joseph Berg attend?

Joseph Berg holds A.B., Economics from Princeton University.

What skills is Joseph Berg known for?

Joseph Berg is listed with skills including Alternative Assets, Hockey, Sports, Public Speaking, Leadership, Team Building, Social Media, and Microsoft Office.

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