Joel Katz

Joel Katz Email and Phone Number

Director at Wells Fargo Securities @ Wells Fargo
san francisco, california, united states
Joel Katz's Location
Charlotte, North Carolina, United States, United States
About Joel Katz

Accomplished capital markets professional with multi-faceted experience related to syndicated loans, private debt, asset-backed finance and private equity. Expertise in origination & structuring, portfolio management, credit analysis, financial modeling and due diligence. Proven track record of client service in both the US and Europe. Work closely with senior-level management, cross-functional teams and key external partners in devising strategic goals while establishing relationships with institutional investors, banks and service providers to expand business development efforts.

Joel Katz's Current Company Details
Wells Fargo

Wells Fargo

View
Director at Wells Fargo Securities
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Joel Katz Work Experience Details
  • Wells Fargo
    Executive Director, Corporate Debt Finance
    Wells Fargo Nov 2021 - Present
    Charlotte, North Carolina, United States
    Analyze and evaluate private debt and broadly syndicated loan portfolios serving as collateral in structured credit facilities and CLO’s. Assist in origination and structuring of SPV-level credit facilities for direct lenders, credit opportunity funds and CLO managers.
  • Wells Fargo Securities
    Director, Emea Corporate Debt Finance
    Wells Fargo Securities Jul 2017 - Nov 2021
    London, England, United Kingdom
    1 of 2 EMEA-based team members covering European debt managers and European loan market trends.
  • Wells Fargo
    Vice President, Leveraged Finance
    Wells Fargo Jan 2013 - Jun 2017
    San Francisco Bay Area
    Originated and structured syndicated loans and high yield debt for mergers & acquisitions, leveraged buyouts, recapitalizations, refinancings and general corporate purposes, with involvement at every stage of the transaction process (industry generalist). Completed over 50 transactions for leveraged corporate issuers ($28+ billion of capital raised).
  • Secondmarket
    Senior Associate, Private Company Market
    Secondmarket Apr 2011 - Jan 2013
    San Francisco Bay Area
    Responsible for West Coast business development efforts of SecondMarket, a private company securities trading platform.
  • Bank Of America Merrill Lynch
    Analyst, Leveraged Finance
    Bank Of America Merrill Lynch Oct 2008 - Mar 2011
    Charlotte, North Carolina Area
    Assisted in the origination, structuring and execution of syndicated credit facilities for leveraged, high grade and middle market companies. Completed over 50 transactions for over 20 middle market and leveraged issuers ($5+ billion of capital raised) and over 30 high grade issuers.
  • Banc Of America Securities
    Analyst, Global Structured Products
    Banc Of America Securities Jul 2007 - Oct 2008
    Charlotte, North Carolina Area
    Lead Analyst on portfolio of over 40 asset-backed commercial paper securitizations ($13+ billion) across a variety of asset classes.
  • Goldman Sachs
    Summer Analyst, Management Controls Department
    Goldman Sachs Apr 2006 - Aug 2006
    Greater New York City Area
    Conducted department-wide audit reviews to assess the adequacy of controls around key business, reputational and enterprise risks.

Joel Katz Skills

Financial Structuring Financial Modeling Private Equity Leveraged Finance Investment Banking Capital Markets Corporate Finance Loan Origination Credit Venture Capital Business Development Secondary Market Securitization Syndications Loan Syndications Secondary Offerings Liquidity Events

Joel Katz Education Details

Frequently Asked Questions about Joel Katz

What company does Joel Katz work for?

Joel Katz works for Wells Fargo

What is Joel Katz's role at the current company?

Joel Katz's current role is Director at Wells Fargo Securities.

What is Joel Katz's email address?

Joel Katz's email address is ar****@****aol.com

What is Joel Katz's direct phone number?

Joel Katz's direct phone number is +130170*****

What schools did Joel Katz attend?

Joel Katz attended Washington And Lee University.

What skills is Joel Katz known for?

Joel Katz has skills like Financial Structuring, Financial Modeling, Private Equity, Leveraged Finance, Investment Banking, Capital Markets, Corporate Finance, Loan Origination, Credit, Venture Capital, Business Development, Secondary Market.

Who are Joel Katz's colleagues?

Joel Katz's colleagues are Jordan Messer, Miccole White, Bondada Sri Satya Sai Soudhamini, Victoria Lynn Brown, Seble Molla, Melanie Moseley, Susana Perez.

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