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![]() Joe Karlin Principal Joe Karlin serves the capital market needs of credit unions. This includes efforts related to member business loans, student lending, and consumer lending. Joe brings experience in various structures for delivery of those opportunities, including loan participations, syndicates and syndications, and on-balance sheet solutions. In addition to his capital markets focus, Joe draws on his experience and expertise to direct work on merger, executive management, and accounting/finance issues. Professional Experience Previous to Rochdale, Joe was in management at U.S. Central since August 1993. His most recent role was as vice president, executive department, where he was responsible for the administrative functions of the executive department, including executive correspondence, board and committee relations, department budgeting, organizational planning and management. Joe started his career at U.S. Central as a treasury analyst and later assumed a management position for the operation of cash management, funds transfer, settlement and safekeeping services for the organization and its members. Prior to joining U.S. Central, he was a senior accountant in the audit department of Deloitte & Touche, LLP. During this time, he gained experience in numerous industries, with an emphasis on accounting and auditing for the financial services industry. Education and Accolades
jkarlin@rochdalegroup.com |
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