Joshua Karlgaard Email & Phone Number
SVP, Institutional Partnerships and Investments @ UBank
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Joshua Karlgaard Location
- Excelsior, MN, US
Joshua Karlgaard Work
- SVP, Institutional Partnerships and Investments @ (September 2025 - Present)
- SVP, Institutional Relationships @ (July 2024 - May 2025)
- SVP, Co-Head Capital Markets @ (August 2021 - May 2024)
- VP, Capital Markets @ (June 2019 - August 2021)
- VP, Capital Markets and Strategy @ (January 2017 - June 2019)
- Agency MBS @ (March 2014 - May 2015)
- Director @ (May 2007 - March 2014)
- Vice President @ (March 2006 - April 2007)
- Junior Trader @ (May 2004 - March 2006)
Joshua Karlgaard Education
- University of Minnesota
Bachelors (Business Administration, Finance)
2000-2004
Joshua Karlgaard Skills
- Commercial Real Estate
- Residential Real Estate
- Sales Planning
- Mortgages
- Asset-Backed Securities (ABS)
- Term Sheets
- Creative Problem Solving
- Contract Negotiation
- Investor Presentations
- Investor Relations
- Capital Formation
- Supervisory Skills
- Due Diligence
- Document Review
- Institutional Sales
- Deal Execution
- Microsoft Office
- Secondary Market
- Relationship Development
- Negotiation
- Project Management
- Leadership
- Business Development
- Strategic Planning
- Organization Skills
- Problem Solving
- Executive Management
- Client Presentation
- Business Planning
- Banking
- Strategy
- Management
- Equities
- Fixed Income
- Portfolio Management
- Bloomberg
- Series 7
- Financial Markets
- Trading
- Securities
- Investments
- Asset Management
- Valuation
- Financial Modeling
- Equity Derivatives
- Asset Allocation
- Equity Research
- Asset Managment
- Series 24
- Capital Markets
Joshua Karlgaard Summary
- Joshua Karlgaard, based in Excelsior, MN, US, is currently a SVP, Institutional Partnerships and Investments at UBank. Joshua Karlgaard brings experience from previous roles at BHG Financial, Cross River and Laurel Road. Joshua Karlgaard holds a 2000 - 2004 Bachelors in Business Administration, Finance @ University of Minnesota. With a robust skill set that includes Commercial Real Estate, Residential Real Estate, Sales Planning, Mortgages, Asset-Backed Securities (ABS) and more. Joshua Karlgaard has 2 emails and 2 mobile phone numbers on RocketReach.
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