ANALYST

Joey Zhang

Joey’s professional journey has seen him make significant contributions in the areas of corporate finance, investment research, and financial analysis. His work demonstrates a commitment to excellence in financial modeling, client analysis, and operational efficiency. His ability to forge strong relationships with stakeholders and clients has played a pivotal role in enhancing satisfaction and driving business growth. Now, with a diverse skill set and a determination to apply his knowledge, Joey is poised to help foster growth for small to middle-market businesses across various industries, across the nation. His academic background and hands-on experience equip him with a comprehensive understanding of global finance and a strategic mindset.

Joey graduated with a Master of Science in Global Finance from Fordham University’s Gabelli School of Business and Bachelor of Science in Credit Management from Shanghai Polytechnic University.