Experience

Red Cedar Investment Management, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Managing Partner, Director of Sales and Marketing

  • Dec 2018 - Present

  Cincinnati, Ohio



ClearArc Capital

• United States
• Investment Banking

• Senior Investment Specialist, VP

  • Jan 2017 - Dec 2018

  Cincinnati, Ohio Investment team member representing firm and strategies to consultants, sub-advisory partners, existing accounts and prospective clients. Oversee business development for traditional fixed income/equity, alternative and liquidity management strategies to investment consultants and institutional marketplace. Areas of coverage include public funds, healthcare, corporations and endowment/foundations.



ClearArc Capital (formerly Fifth Third Asset Management)

• Institutional Sales Director, VP

  • Jan 2010 - Jan 2017

  Cincinnati, Ohio Managed the distribution of institutional focused separately managed accounts and pooled funds to a National territory. Responsible for coverage of investment consultants primarily headquartered in Eastern half of the U.S.



Fifth Third Asset Management

• Intermediary Sales Manager, VP

  • Jan 2005 - Jan 2010

  Cincinnati, Ohio Regional coverage of Midwest wirehouse, RIA and bank channels. Responsible for distribution of mutual funds and separately managed accounts.

• Institutional Wholesaler, AVP

  • Dec 2002 - Dec 2004

  Cincinnati, Ohio Regional Sales Director for bank channel with focus on Fifth Third Institutional Service, Securities, and Retirement Plan Service groups.

• Institutional Analyst

  • Nov 2000 - Nov 2002

  Cincinnati, Ohio