Joshua Klinger

Experience

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  Clemson University - Physics and Astronomy Department

  Jan 2011 - Jan 2013

  Research Assistant

  Research Assistant - (Professor Jian He PhD and Professor Chad Sosolik PhD)● Analyzed NiCu nano-particles after plasma sintering using X-Ray diffraction and laser flash- Learned to organize and analyze vast amounts of computational data- Utilized extensive Microsoft Excel knowledge to calculate and model information● Successfully engineered and coded a Laser Harp using an Arduino and C++- Long-term project taught to be self-efficient, responsible, and time management oriented● Coded a moving view port on Clemson University’s Electron Beam Ion Trap using C++- Machine designed to create ions with zero electrons for various research purposes- Took a lead roll to organize and mediate a group of students with different schedules and agendas Show less

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  SearchForCauses

  Feb 2013 - Aug 2013

  Public Relations

  Non-Profit search engine exclusively for philanthropic organizations● Solicited, engaged, and communicated with potential sponsors for a newly formed non-profit company● Selected “Cause of the Month” and wrote an article promoting that organization on the home web page

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  Global Arena Capital Corp.

  Feb 2014 - Jul 2014

  Registered Representative

  Registered Representative ● Specialized in fixed income bonds, both investment and non-investment grade, analyzed recommendations and clients to insure proper allocation based on financial needs, goals, and risk preferences - Overlooked paperwork to ensure FINRA and SEC regulations where followed based on risk tolerance ● Leveraged strong negotiation skills to present investment opportunities to new clients. ● Generated qualified leads while contacting 100 to 200 new prospects on a daily basis - Kept composure and professionalism while obtaining clients financial desires Trainee/Lead Broker Assistant ● Shadowed brokers, learned the details of the securities industry, both in back office applications and sales techniques● Managed and updated client information producing detailed reports on client account finances - Organized and updated new and existing clients information through Royal Bank of Canada for a team of 2 Senior Brokers and 6 Junior Brokers ● Effectively multitasked, connecting brokers while creating excel and word reports Show less

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  Broadridge

  Apr 2015 - Mar 2016

  New Product Development - Global Securities Class Action
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  Societe Generale Corporate and Investment Banking - SGCIB

  Mar 2016 - Jul 2017

  Analyst
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  Deutsche Bank

  Jul 2017 - Dec 2019

  Leveraged Debt Capital Markets Managed syndicated leveraged finance transactions (including lead left and joint bookrun deals)- Assisted in the negotiation of legal documentation (Term Sheets, Credit Agreements, Amendments, Commitment/Engagement Letters)- Developed a strong working knowledge of TMT and FIG/FinTech sector comparables, sponsor theses as well as front-to-back processes and legal documentation - Responsible for leading internal processes and ensuring smooth execution of leveraged finance transactions within the satisfaction of firm clients - Managed complex funds flows on lead left transactions within sector coverage areas (LBO/M&A, cross border financings, dual currency fundings, etc.) Show less

  • Investment Banking Associate

    Jan 2019 - Dec 2019

  • Investment Banking Analyst

    Jul 2017 - Jan 2019
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  ThinkEquity LLC

  Oct 2020 - Sept 2021

  Institutional Sales
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  Citi

  Sept 2021 - now

  • Senior Vice President - Institutional Credit

    Jan 2023 - now

  • Vice President - Institutional Credit

    Sept 2021 - Jan 2023