Joel Katz

Private Credit │ Structured Finance

Role
Executive Director, Corporate Debt Finance at Wells Fargo
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joel Katz

Accomplished capital markets professional with multi-faceted experience related to private credit, syndicated loans, asset-backed finance and private equity. Expertise in origination & structuring, portfolio management, credit analysis, financial modeling and due diligence. Proven client service record across the US and Europe. Collaborate with senior executives, cross-functional teams, and external partners to drive strategic initiatives and build relationships with institutional investors, banks, and service providers.

Experience

  1. Executive Director, Corporate Debt Finance

    Wells Fargo

    Nov 2021 — Present · Charlotte, NC, US

    Manage private credit portfolios serving as collateral for structured credit facilities. Assist in origination and structuring of SPV-level financing for direct lenders and credit funds. Co-Author “Directly Speaking”, a quarterly report on Direct Lending trends.

Skills

  • Venture Capital
  • Capital Markets
  • Business Development
  • Loan Origination
  • Investment Banking
  • Liquidity Events
  • Credit
  • Financial Modeling
  • Private Equity
  • Loan Syndications
  • Syndications
  • Secondary Market
  • Secondary Offerings
  • Leveraged Finance
  • Financial Structuring
  • Securitization
  • Corporate Finance

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Joel Katz — Executive Director, Corporate Debt Finance at Wells Fargo in Charlotte, NC, US | Unifers