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Joe Ely Location
Charlotte, NC, US
Joe Ely Work
2009 -now Director, Senior Fixed Income Analyst @
1999 -2008 Vice President - Senior Credit Analyst @
1995 -1999 Senior Product Analyst @ Wachovia Bank, N.A.
1993 -1993 Audit Clerk @ Yellowstone National Park
Joe Ely Education
Chartered Financial Analyst (CFA)
CFA
2000
Appalachian State University
MBA (Finance)
1993-1995
University of North Carolina at Chapel Hill
BA (Economics)
1986-1990
Chapel Hill High School 1983-1986
Joe Ely Skills
Financial Analysis
Financial Modeling
Investments
Competitive Analysis
Finance
Credit
Fixed Income
Forecasting
Bloomberg
Mutual Funds
Asset Allocation
Structured Finance
Investment Banking
Leveraged Finance
High Yield
Series 7
Derivatives
Structured Products
Credit Derivatives
Financial Risk
Investment Strategies
Chartered Financial Analyst
Joe Ely Summary
Joe Ely, based in Charlotte, NC, US, is currently a Director, Senior Fixed Income Analyst at Sterling Capital Management. Joe Ely brings experience from previous roles at Evergreen Investments/Wachovia, Wachovia Bank, N.A. and Yellowstone National Park. Joe Ely holds a CFA @ Chartered Financial Analyst (CFA). With a robust skill set that includes Financial Analysis, Financial Modeling, Investments, Competitive Analysis, Finance and more. Joe Ely has 1 emails and 1 mobile phone numbers on RocketReach.
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