Joe Stein's Location

San Francisco, CA, US

Joe Stein's Work

  • Vice President, Senior Analyst, Principal Investments @ Wells Fargo
  • Vice President, Senior Credit Analyst @ Winchester Capital
  • Associate Director, Equity and High Yield Research @ UBS

Joe Stein's Education

  • Cornell Johnson Graduate School of Management

    Master of Business Administration (Finance)

    2002 - 2004
  • Trinity College - Hartford

    Bachelor of Arts (Economics)

  • Mary Institute and St. Louis Country Day School (MICDS)

Joe Stein's Skills

  • Leveraged Finance
  • Equities
  • Portfolio Management
  • Capital Markets
  • Investment Strategies
  • Credit Analysis
  • Investments
  • Trading
  • High Yield
  • Finance

Joe Stein's Summary

Joe Stein, based in San Francisco, CA, US, is currently a Managing Director, Principal Investments at Wells Fargo Securities, bringing experience from previous roles at Wells Fargo and Winchester Capital. Joe Stein holds a 2002 - 2004 Master of Business Administration in Finance @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Leveraged Finance, Equities, Portfolio Management, Capital Markets, Investment Strategies and more, Joe Stein contributes valuable insights to the industry. Joe Stein has 7 emails and 1 mobile phone number on RocketReach.

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