Joe joined Baker & O'Brien, Inc. in October 2016 as an Analyst. He supports the consulting group with his commercial sales and trading experience and valuation background along with his knowledge of financial and economic modeling.
Prior to Baker & O’Brien, Joe worked as a Financial Staff Analyst with Phillips 66 where he held roles supporting the Commercial Clean Products Trading and Lubricants businesses. In addition, Joe completed the Phillips 66 Finance Excellence Program, a selective training platform focusing on oil and gas market analysis, strategy development, business unit operations, and financial statement analysis. Before joining Phillips 66, Joe spent time as an analyst on an investment fund and for private wealth management groups.