Experience

Western & Southern Financial Group

• United States
• Financial Services
• 700 & Above Employee

• VP, Private Credit

  • Oct 2023 - Present

  Cincinnati, Ohio, United States The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including its member companies) positions, strategies or opinions. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.



RKCA Investment Banking

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President

  • Feb 2022 - Oct 2023

  Cincinnati Metropolitan Area

• Senior Associate

  • Jun 2021 - Feb 2022

  Cincinnati, Ohio, United States



Deerpath Capital

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Feb 2021 - Jun 2021

• Senior Associate

  • Sep 2019 - Feb 2021

  Chicago, Illinois Deerpath Capital Management, LP is a private debt fund, focused on providing cash flow lending to lower middle market companies. Deerpath aims to fill the financing gap between traditional commercial bank lenders and junior capital providers. Since inception, Deerpath has completed over 350 investments, deploying over $3 billion of invested capital across a broad range of industries, investment products and transaction types. The firm has offices in New York, Boston, Chicago, Fort… Show more Deerpath Capital Management, LP is a private debt fund, focused on providing cash flow lending to lower middle market companies. Deerpath aims to fill the financing gap between traditional commercial bank lenders and junior capital providers. Since inception, Deerpath has completed over 350 investments, deploying over $3 billion of invested capital across a broad range of industries, investment products and transaction types. The firm has offices in New York, Boston, Chicago, Fort Lauderdale, and Los Angeles. Typical investment products include: First Lien Senior Secured Loans, Revolvers, Stretch Senior, Unitranche Loans, Minority Equity Target investment hold size: $15 million-$50 million with the ability to partner with other investors for larger transactions Typical borrower profile: Revenue of $10 million to $200 million, with EBITDA of $3 million to $20 million Experience investing in various types of transactions including: Leveraged buyouts, Acquisition financing, Recapitalizations, Debt refinancing, Growth capital

• Associate

  • Nov 2017 - Aug 2019

  Chicago, Illinois



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Analyst, Leveraged Finance

  • Sep 2016 - Oct 2017

  Chicago, Illinois

• Financial Auditor

  • Jul 2015 - Aug 2016

  Cincinnati, OH



PwC

• Professional Services
• 700 & Above Employee

• Assurance Associate

  • Sep 2013 - Jul 2015

  Cincinnati, OH - Client portfolio consisted primarily of privately held middle market corporations with revenues ranging from $50 million to $3.0 billion with both foreign and domestic operations.



Enerfab

• United States
• Construction
• 300 - 400 Employee

• Finance/Tax Co-op

  • Dec 2012 - May 2013

  Cincinnati, OH



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Operations Intern

  • Jun 2012 - Aug 2012

  Columbus, Ohio



PwC

• Professional Services
• 700 & Above Employee

• Private Company Services, Assurance Intern

  • Jan 2012 - Mar 2012

  Cincinnati, Ohio Area



Alpha Kappa Psi

• United States
• Non-profit Organizations
• 700 & Above Employee

• Chapter President

  • Mar 2011 - Nov 2011



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Finance Intern

  • Jun 2011 - Aug 2011

  Polaris, Ohio - Overall performance led to full-time job offer in the JPMorgan Chase Analyst Program



Ohio University

• United States
• Higher Education
• 700 & Above Employee

• Strategy Consultant

  • Jun 2010 - Jul 2010

  Aalborg, Denmark - Performed a consulting assignment for a small business owner in Aalborg, Denmark