Joe Lyons Email & Phone Number
Vice President of Private Credit and Equity, FNEX Marketplace @ Maverick Fund Solutions
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Joe Lyons Location
- Charlotte, NC, US
Joe Lyons Work
- 2025 -now Vice President of Private Credit and Equity, FNEX Marketplace @
- 2021 -2024 DCIO Specialist @
- 2009 -2021 DCIO Wholesaler, Vice President @ Wells Fargo Asset Management
- 2004 -2009 Wholesaler @
Joe Lyons Education
- Ohio University
(Finance)
1994-1998
Joe Lyons Skills
- Retirement
- Mutual Funds
- 401k
- Investments
- Alternative Investments
- Securities
- Retirement Planning
- Wealth Management
- Retail
- Management
- Asset Allocation
- Series 63
- Business Strategy
- Series 6
- Sales
- Asset Management
- Leadership
- Investment Advisory
- Series 7
- Team Building
Joe Lyons Summary
- Joe Lyons, based in Charlotte, NC, US, is currently a Vice President of Private Credit and Equity, FNEX Marketplace at Maverick Fund Solutions. Joe Lyons brings experience from previous roles at Allspring Global Investments, Wells Fargo Asset Management and Evergreen Investments. Joe Lyons holds a 1994 - 1998 Ohio University. With a robust skill set that includes Retirement, Mutual Funds, 401k, Investments, Alternative Investments and more. Joe Lyons has 3 emails and 1 mobile phone numbers on RocketReach.
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