Prior to joining Perot Jain, Joe spent approximately ten years as an investment banker at firms such as Bank of America, Merrill Lynch, Bear Stearns and MHT Partners. Most recently, he served as Managing Director and Co-Head of Corporate Investment Banking at Commerce Street Capital. Joe has executed M&A, debt and equity transactions valued in excess of $10 billion over his career.
Joe spent two years working with Sweetwater Holdings, an early stage start-up focused on delivering agriculture based solutions in emerging markets. As the Head of Corporate Development, he was responsible for capital raising, managing strategic relationships and overall financial planning. Joe's international experience includes conducting business in Europe, Africa and across the Middle East.
As a former Army Captain, Joe spent several years in the military based in Hawaii and Texas. He also spent a few years at Applied Materials in Silicon Valley prior to business school.
Joe received his BS in Discrete Mathematics from the United Stated Military Academy (West Point) and his MBA from Columbia Business School where he was a Robert A. Toigo Fellowship recipient. Joe is a Dallas Business Journal's Forty Under 40 honoree and currently serves on the West Point Association of Graduates Advisory Board.
Joe is married with four children and resides in the Dallas area.