Joe Hanzlik
Analyst-Equity chez Confluence Investment Management LLC
Profil
Mr. Joseph J.
Hanzlik is an Equity Analyst at Confluence Investment Management LLC.
He is a member of Confluence’s Equity Investment Committee.
His areas of coverage include the Specialty Finance, Energy and Information Technology sectors.
Prior to joining Confluence, Mr. Hanzlik served as a vice president in the Financial Institutions & Real Estate investment banking practice at A.G.
Edwards & Sons.
In 2006, he transitioned from technology to specialty finance, leveraging his previous experience in the insurance and financial services sectors.
He has provided capital raising and M&A advisory services for a wide array of specialty finance and technology companies.
He joined A.G.
Edwards’ Technology banking group in 2000, specializing in semiconductors and leading the firm’s wireless communications banking efforts.
Before joining A.G.
Edwards, he was a manager in Corporate Finance with Deloitte & Touche in London.
Previously, he worked with Deloitte & Touche in the audit and assurances group.
He has worked in the financial industry for more than 25 years, starting in 1992.
Mr. Hanzlik earned his Bachelor of Science in business administration and Master in Professional Accountancy from the University of Nebraska.
He also has a Master of Business Administration from Washington University in St. Louis and is a Certified Public Accountant.
Postes actifs de Joe Hanzlik
| Sociétés | Poste | Début |
|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Analyst-Equity | 01/12/2007 |
Anciens postes connus de Joe Hanzlik
| Sociétés | Poste | Fin |
|---|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 30/11/2007 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Deloitte & Touche LLP UK
 Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche LLP UK provides financial advisory and accounting services. The company is based in Edinburgh, UK. | Corporate Officer/Principal | - |
Formation de Joe Hanzlik
| University of Nebraska | Masters Business Admin |
| Washington University in St. Louis | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Deloitte & Touche LLP UK
Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche LLP UK provides financial advisory and accounting services. The company is based in Edinburgh, UK. | Commercial Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
