Joel K.

VP, Corporate Finance at Clario

📍 Miami, Florida, United States

Joel is the VP of Corporate Finance at Clario, with a background in investment banking at Evercore and private equity. A Chartered Financial Analyst (CFA) charterholder, he holds an MBA from Columbia Business School and a BS from the University of Southern California.

Outside of his professional life, Joel is likely a supporter of his alma maters teams. Given his time at the University of Southern California and Columbia, he may follow the USC Trojans and Columbia Lions sports programs.

He holds multiple FINRA certifications, including the SIE, Series 63, and Series 79, underscoring his expertise in financial regulations.

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Experience

14 Years

Current Role

VP, Corporate Finance

Job Level

Senior

Location

Miami, Florida, United States

Personality Overview

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Priorities

Topics Joel cares about

Corporate Finance

His entire career progression at Clario, from Senior Director to VP, has been focused on corporate finance and development.

Investment Analysis

As a Chartered Financial Analyst (CFA), he possesses elite skills in comprehensive investment management and financial analysis.

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Career

Work history

4-2026

VP, Corporate Finance

Clario

2024 - 3-2026

Senior Director, Corporate Finance

Clario

2022 - 2023

Corporate Development Manager

Galen Mental Health

2020 - 2022

Investment Banking Associate

Evercore

2019 - 2020

Private Equity MBA Intern

TELEO Capital

In the press

Media appearances

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Education

2018 - 2020

Master of Business Administration - MBA

Columbia Business School

2010 - 2012

Bachelor of Science (BS)

University of Southern California

Social presence

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Topics Joel cares about

Work history

Media appearances

Other Clario Employees

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