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Joe Lyons Location
Charlotte, NC, US
Joe Lyons Work
Regional Director, VP @ (May 2026 - Present)
Vice President of Private Credit and Equity, FNEX Marketplace @ (August 2025 - Present)
DCIO Specialist @ (November 2021 - September 2024)
DCIO Wholesaler, Vice President @ Wells Fargo Asset Management (January 2009 - November 2021)
Wholesaler @ (January 2004 - January 2009)
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 Regional Director, VP at Maverick Fund Solutions. Joe Lyons brings experience from previous roles at Maverick Fund Solutions, 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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