Experience

O'Brien-Staley Partners (OSP)

• United States
• Investment Management
• 1 - 100 Employee

• Director of Business Development

  • Oct 2022 - Present

  O'Brien Staley Partners (OSP) operates across four discrete financial business strategies: alternative asset management, market-rate impact investing, nationwide loan servicing through our affiliate AmeriNat, and deposit management through our affiliate, American Deposit Management. OSP’s alternative asset management business is focused on investing in banks and their BHCs capital structures as well as bank assets. Since its founding in 2010, the firm has made over 80 minority equity investments in privately held banks or BHCs and participated in over 20 senior or subordinated loans to BHCs. On the asset side, OSP has acquired over $3B of C&I and CRE credits from dozens of bank counterparties nationwide. Show less



Castlelake

• United States
• Financial Services
• 100 - 200 Employee

• Director - Business Development & Capital Markets

  • Jan 2020 - Sep 2022

• Associate

  • Apr 2016 - Jan 2020

  Castlelake is a Minneapolis-headquartered international investment firm managing predominately closed-end, discretionary funds totaling approximately $20 billion in assets on behalf of a variety of institutional investors such as endowments, foundations, pension plans, insurance companies and sovereign wealth fundsI sat on the Business Development & Capital Markets team focused on sourcing new investment opportunities and 3rd party debt financing for the Specialty Finance and Real Assets businesses. Show less



We are now Colliers Securities, part of Colliers International. Follow us on our new page

• United States
• Financial Services
• 1 - 100 Employee

• Equity Capital Markets - Institutional Sales

  • Mar 2011 - Mar 2016

  Boutique investment bank focused on creating superior return opportunities in small and mid cap equities for institutional investors. Boutique investment bank focused on creating superior return opportunities in small and mid cap equities for institutional investors.


Shaw Industries
• United States
• Textile Manufacturing
• 700 & Above Employee
• Territory Manager

  • Feb 2009 - Mar 2011