Joe joined Atlantic Street in March of 2019 with a background in financial technology sales, marketing and business development. Prior to joining Atlantic Street, Joe spent three years with Donnelley Financial Solutions as a member of their Deal Solutions team, where he assisted companies and their financial advisers facilitate the due diligence process. Prior to Donnelley, Joe worked for Merrill Corporation as part of their Advisory Team. He received his B.S. in Business Administration from The University of North Carolina at Chapel Hill and has completed all three levels of the CFA Curriculum.