Joe Diaz

Private Client Service Associate at Stifel

Joe Diaz serves as a Private Client Service Associate at Stifel Financial Corp. since October 2022, focusing on recruitment marketing, client account management, and coordination with financial advisors. Prior experience includes a role as a Wealth Management Senior Operations Representative at Merrill Lynch, where responsibilities included transaction processing and operational support. At Marriott International, Joe provided customer service as a Front Desk Agent, and held various positions including a Summer Intern at Geoflow Inc., a Lot Technician at Weld County Garage Buick GMC, and an Usher at Budweiser Event Center. Joe holds a Bachelor of Arts in Economics from the University of Northern Colorado (2017-2021) and graduated high school from Terra Linda High School (2013-2017).

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Stifel

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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation.


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501-1,000

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