Joel Katz
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Joel Katz Email & Phone Number

Director at Wells Fargo Securities at Wells Fargo
Location: Charlotte, North Carolina, United States 7 work roles 1 school
1 work email found @wellsfargo.com 3 phones found area 301 and 248 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@wellsfargo.com
Direct phone (301) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director at Wells Fargo Securities
Location
Charlotte, North Carolina, United States
Company size

Who is Joel Katz? Overview

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Quick answer

Joel Katz is listed as Director at Wells Fargo Securities at Wells Fargo, a with 246787 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 301, 248, and a matched LinkedIn profile for Joel Katz.

Joel Katz previously worked as Executive Director, Corporate Debt Finance at Wells Fargo and Director, EMEA Corporate Debt Finance at Wells Fargo Securities. Joel Katz studied at Washington And Lee University.

Company email context

Email format at Wells Fargo

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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Joel Katz. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Financial Structuring, Financial Modeling, Private Equity, Leveraged Finance, and 13 others.

Current workplace

Joel Katz's current company

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Wells Fargo
Wells Fargo
Director at Wells Fargo Securities
san francisco, california, united states
Website
Employees
246787
AeroLeads page
7 roles

Joel Katz work experience

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Executive Director, Corporate Debt Finance

Current

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.

Nov 2021 - Present

Director, Emea Corporate Debt Finance

London, England, United Kingdom

1 of 2 EMEA-based team members covering European debt managers and European loan market trends.

Jul 2017 - Nov 2021

Vice President, Leveraged Finance

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).

Jan 2013 - Jun 2017

Senior Associate, Private Company Market

San Francisco Bay Area

Responsible for West Coast business development efforts of SecondMarket, a private company securities trading platform.

Apr 2011 - Jan 2013

Analyst, Leveraged Finance

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.

Oct 2008 - Mar 2011

Analyst, Global Structured Products

Charlotte, North Carolina Area

Lead Analyst on portfolio of over 40 asset-backed commercial paper securitizations ($13+ billion) across a variety of asset classes.

Jul 2007 - Oct 2008

Summer Analyst, Management Controls Department

Greater New York City Area

Conducted department-wide audit reviews to assess the adequacy of controls around key business, reputational and enterprise risks.

Apr 2006 - Aug 2006
Team & coworkers

Colleagues at Wells Fargo

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1 education record

Joel Katz education

FAQ

Frequently asked questions about Joel Katz

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

What company does Joel Katz work for?

Joel Katz works for Wells Fargo.

What is Joel Katz's role at Wells Fargo?

Joel Katz is listed as Director at Wells Fargo Securities at Wells Fargo.

What is Joel Katz's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Joel Katz at Wells Fargo.

What is Joel Katz's phone number?

AeroLeads has found 3 phone signal(s) with area code 301, 248 for Joel Katz at Wells Fargo.

Where is Joel Katz based?

Joel Katz is based in Charlotte, North Carolina, United States while working with Wells Fargo.

What companies has Joel Katz worked for?

Joel Katz has worked for Wells Fargo, Wells Fargo Securities, Secondmarket, Bank Of America Merrill Lynch, and Banc Of America Securities.

Who are Joel Katz's colleagues at Wells Fargo?

Joel Katz's colleagues at Wells Fargo include Joey Maxie, Amany Raya, Ben Baxter, Erin Uecker, and Shivam Sudama.

How can I contact Joel Katz?

You can use AeroLeads to view verified contact signals for Joel Katz at Wells Fargo, including work email, phone, and LinkedIn data when available.

What schools did Joel Katz attend?

Joel Katz studied at Washington And Lee University.

What skills is Joel Katz known for?

Joel Katz is listed with skills including Financial Structuring, Financial Modeling, Private Equity, Leveraged Finance, Investment Banking, Capital Markets, Corporate Finance, and Loan Origination.

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