Joe has nearly a decade of experience in Capital Markets with extensive experience in technical analysis, sales, relationship management, and mergers and acquisitions (M&A) covering companies of all sizes and sectors with significant experience in Energy & Utilities.
Prior to joining Clermont, Joe was with Nasdaq as an Analyst and Sales Liaison, working with public companies to understand the value and actionability of various services to assist companies of all sizes. While with Nasdaq, Joe also handled a book of publicly traded companies where he provided services to help companies navigate capital markets, understand trading strategies, and anticipate the changing landscape for executives and investor relations professionals.
Before joining Nasdaq, Joe was part of the Advisory Group with Thomson Reuters where he was a senior analyst on the Energy team. Similar to experiences with Nasdaq, Joe serviced publicly traded companies and communicated with executives, assisting them to better understand what’s happening with their stock and why.
Joe graduated from the University of St. Francis where he was a two-year captain on the baseball team.