About
Analyst with experience from Salem Partners' Investment Banking Division on middle-market M&A and prior work in KPMG's Audit practice. Licensed CPA with a B.S. in Accounting from San Diego State University.
Experience
- Leonid Capital PartnersPrivate Credit Analystcurrent2025 β presentHuntington Beach, California, United States
- Salem Partners LLCInvestment Banking Analyst2023 β 2025Los Angeles, California, United States
- KPMGAssociate2022 β 2023Irvine, California, United States
- KPMGIntern2021 β 2022Irvine, California, United States
Education
- San Diego State UniversityBachelor of Science - BS, Accounting and Finance
Skills & more
Microsoft WordMicrosoft PowerPointMicrosoft ExcelMicrosoft Power BIMicrosoft Office3Problem SolvingAnalytical SkillsPublic SpeakingTeamwork1CommunicationTeam LeadershipInterpersonal Skills
+12 more
Creative Problem SolvingInterpersonal CommunicationNegotiationLeadershipAttention to DetailManagementInvestment BankingStrategic AnalyticsContract NegotiationAcquisition IntegrationValuation ModelingProfessional Communication- Certified Public Accountant (CPA) β California Board of Accountancy
- Series 79 - Investment Banking Representative Exam β FINRA
- Series 63 - Uniform Securities Agent Law Exam β FINRA
- Securities Industry Essentials (SIE) β FINRA
From Joseph's professional profile.
Same school
Also attended San Diego State University83
Lucas SchaubelInvestor at DN CapitalJohn GregerCPO & Portfolio Partner at Burda Principal InvestmentsAditya ReddyVice President at Sapphire VenturesEmily NorwoodManager, Marketing at Sapphire VenturesMarienne CaroMarketing Lead at Qualcomm VenturesTakaaki TobaruPartner at Remiges Ventures, Inc.
+ 77 more
Shared employers
Also worked at Salem Partners LLC1
Colleagues at Leonid Capital Partners
Brian Hibbeln
Board Member at Leonid Capital Partners
Brooks Wallace
Associate at Leonid Capital Partners
Chris Lay
Co-Founding Partner at Leonid Capital Partners
Claire Carloss
Marketing Associate at Leonid Capital Partners
Cody Blair
Associate at Leonid Capital Partners
Daniel Elkins
Board Member at Leonid Capital Partners
Dante DeCollibus
Junior Analyst at Leonid Capital Partners
Gabrielle DeGravina
Investor Relations Associate at Leonid Capital Partners












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