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 the firm, 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 Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | 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 Provides brokerage dealing services | Corporate Officer/Principal | 30/11/2007 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | - |
Deloitte & Touche LLP UK
Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Provides financial advisory and accounting services | Corporate Officer/Principal | - |
Formation de Joe Hanzlik
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Nebraska
University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Deloitte & Touche LLP UK
Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Provides financial advisory and accounting services | Commercial Services |
















