Experience

Trinity Financial Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner & Investor

  • Nov 2018 - 5 years 2 months

  Columbus, Ohio Area Trinity Financial Advisors, LLC is a multi-family office, fee-only financial planning and investment advisory firm providing services to high net worth individuals and families.



First Merchants Corporation

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Apr 2015 - Nov 2017

  Columbus, Ohio Area



PNC

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Aug 2004 - Aug 2014

  Columbus, OH Series 79 and Series 63 licensed. Credit, syndications, leasing, asset based lending, mezzanine finance, equity finance, private placements, public market securities, securitizations, aircraft finance, treasury, global cash management, international services, trust/advisory, wealth management, foreign exchange, institutional investment management, trade finance, vendor finance, M&A, management buyouts, and acquisition advisory.