Joel Shoop's profile picture

Joel Shoop

Joel Shoop's work experience is as follows:

- Chief Financial Officer at Cercano Management since December 2021.

- Head of Direct Structured Credit Finance at Castlelake from August 2021 to December 2021.

- Director at Castlelake from October 2018 to August 2021.

- Associate Director at Castlelake from December 2017 to October 2018.

- Manager, External Reporting at Castlelake from August 2016 to December 2017.

- Manager, MUFG at Castlelake from January 2014 to August 2016.

- Investment Accounting, MUFG at Castlelake from April 2013 to January 2014.

- Audit Senior at Deloitte from January 2009 to April 2013.

Joel Shoop has a Master of Accountancy degree from the Wisconsin School of Business, with a specialization in the field of Business. Joel also holds a BBA degree in Accounting from the same institution. In addition, Joel has studied Accounting and Finance at City, University of London. Joel has the certification of a Certified Public Accountant awarded by the Certified Public Accountant (CPA) institution, obtained in September 2010. Furthermore, Joel has completed Level I of the CFA Program, certified by the CFA Institute in August 2017.

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Minneapolis, United States

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C

Cercano Management

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Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities.


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11-50

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