- :Foundation Board Members
- :October 01, 2017
Vice President – Senior Investment Advisor
PNC Wealth Management. –Louisville, KY / October 2010 – Present
Consult with Wealth Management clients to develop an investment strategy, construct investment
portfolios, monitor and implement recommended portfolio changes, and conduct periodic
investment meetings. Portfolios are constructed from a wide-range of asset classes including
equities, bonds, mutual funds, exchange-traded funds and hedge funds. Educate clients about
changes in the financial markets and how they might impact their portfolio.
Adjunct Professor- School of Business
Spalding University – Louisville, KY / October 2012 – Present
Instruct undergraduate students in Finance courses. Classes are taught in-classroom and on-line.
Specific classes taught include Financial Management and Personal Finance. Create all class
notes, assignments and exams.
Adjunct Professor- School of Business, Equine and Sports Studies
Midway College – Midway, KY / June 2014 – December 2014
Instructed undergraduate students in Financial Management via on-line classes. Created all class
notes, assignments and exams.
Director – Fixed Income Research
BMO Capital Markets GKST Inc. - Chicago, IL / October 2000 – September 2010
Reviewed and evaluated competitive and negotiated municipal bond issues to determine if
acceptable for firm to underwrite. Conducted due diligence on potential negotiated issues.
Constructed, projected and analyzed cash flow models for revenue bonds. Performed credit
analysis on secondary market trades. Provided surveillance on past municipal bond issues
underwritten or traded by the firm. Composed and published topical reports covering
developments in the municipal bond sector. Performed credit analysis on list of approved
corporate bond credits. Reviewed current rating opinions from rating agencies and other third-
party research providers. Examined trading activity in credit default swap markets to identify
changes in perceived credit risk.
Adjunct Professor- School of Business Administration
Robert Morris University - Chicago, IL / September 2008 – September 2010
Instructed undergraduate students in Finance and Accounting courses. Specific classes taught
included Personal Finance, Principles of Finance, Financial Accounting I and Financial
Accounting II. Created all class notes, assignments and exams. Provided tutoring to students
outside of regular classroom hours.
Financial Services Industry - Mutual Fund Networking Representative
Mesirow Financial - Chicago, IL / June 1999 – October 2000
Served as a correspondent between Mesirow clients and over 75 mutual fund companies.
Responsible for balancing mutual fund accounts. Confirmed and settled mutual fund trades.
Processed mutual fund trades and transfers into Mesirow accounts.
Financial Services Industry -
Fidelity Investments - Cincinnati, OH / February 1998 – May 1999
Managed incoming calls from customers making stock and mutual fund trades. Serviced
accounts and helped resolve customer problems. Calculated complex margin requirements and
balances for trades.
Master of Business Administration with Distinction, DePaul University
Dual Concentration in Finance and Financial Analysis – December 2006
Bachelor of Business Administration and Finance, University of Kentucky
CFA, 2007, CFA Institute
Member - CFA Institute
Member - CFA Society of Louisville
Member - DePaul University’s Circle of Finance Opportunities