Joe Wells Email & Phone Number
Head of Portfolio Management Technology @ Geode Capital Management
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Joe Wells Location
- Boston, MA, US
Joe Wells Work
- Head of Portfolio Management Technology @ (April 2024 - Present)
- Vice President , Investment Services @ (July 2015 - April 2024)
- Director , Portfolio Management Technology @ (March 2011 - July 2015)
- Product Manager @ (January 2003 - March 2011)
- Product Analyst @ byallaccounts.com (June 2000 - December 2002)
- Research Associate and Business Analyst @ (December 1999 - May 2000)
- Data Analyst @ (August 1997 - December 1999)
- Portfolio Accountant @ (October 1996 - July 1997)
Joe Wells Education
- Bentley
Bachelor of Science (Accounting)
1992-1996
Joe Wells Skills
- Portfolio Management
- Management
- Electronic Trading
- Derivatives
- Trading Systems
- Asset Management
- Agile Methodologies
- SDLC
- Vendor Management
- Product Management
- Fixed Income
- Enterprise Software
- Financial Services
- Equities
- Financial Markets
- Investment Management
- Market Data
- Asset Managment
Joe Wells Summary
- Joe Wells, based in Boston, MA, US, is currently a Head of Portfolio Management Technology at Geode Capital Management. Joe Wells brings experience from previous roles at Fidelity Investments, Charles River Development and byallaccounts.com. Joe Wells holds a 1992 - 1996 Bachelor of Science in Accounting @ Bentley. With a robust skill set that includes Portfolio Management, Management, Electronic Trading, Derivatives, Trading Systems and more. Joe Wells has 2 emails and 1 mobile phone numbers on RocketReach.
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