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.
Joel K.
VP, Corporate Finance at Clario
Miami, Florida, United States
Overview
Topics They Care 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.
M&A Strategy
[Predicted] His experience in investment banking at Evercore and corporate development strongly suggests a professional focus on mergers and acquisitions.
Media Appearances
Joel has no verified media appearances
Work History
4-2026
VP, Corporate Finance at Clario
2024 - 3-2026
Senior Director, Corporate Finance at Clario
2022 - 2023
Corporate Development Manager at Galen Mental Health
2020 - 2022
Investment Banking Associate at Evercore
2019 - 2020
Private Equity MBA Intern at TELEO Capital
2019 - 2019
Investment Banking Summer Associate at Evercore
2018 - 2020
MBA at Columbia Business School
2017 - 2018
Senior Investment Analyst at Pathway Capital Management
2015 - 2017
Assurance Senior Associate in Financial Services at PwC
2013 - 2015
Assurance Associate in Financial Services at PwC
2012 - 2012
Assurance Intern in Financial Services at PwC
2011 - 2011
Research Assistant and Supervisor at University of Southern California
Education
2018 - 2020
Master of Business Administration - MBA from Columbia Business School
2010 - 2012
Bachelor of Science (BS) from University of Southern California
More Information
Social Presence :
Prographics :
Exp : 14
Location : Miami, Florida, United States
Job Level : Senior
Designation : VP, Corporate Finance at Clario
