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Josef Pourati began their work experience in 2006 as an Assistant to four Financial Advisors at UBS Financial Services. Josef then joined Wedbush Securities in 2008, starting as an Assistant Vice President, Treasury & Repo Trader, and later becoming Vice President of Cash Management & Operations in October 2017.

Josef Pourati attended the USC Marshall School of Business from 2005 to 2007, although the specific degree and field of study are unknown. In terms of additional certifications, they obtained several certifications from The Wharton School, including "Cryptocurrency and Blockchain: An Introduction to Digital Currencies," "Fintech: Foundations & Applications of Financial Technology Specialization," "Lending, Crowdfunding, and Modern Investing," "Application of AI, InsurTech, and Real Estate Technology," and "FinTech: Foundations, Payments, and Regulations" in 2021. Josef also obtained certifications from FINRA, including the "Series 27 Financial and Operations Principal" and "Series 7 General Securities Representative," although the exact dates of these certifications are not provided.