Pat has over 25 years of diversified financial service industry experience in middle market banking, management consulting, and public accounting. He has spent most of his career in the greater New York City area and he will focus his advisory service in the greater New York City market.
Prior to joining CSG Partners (in 2020), Pat’s clients were local, privately held, middle market companies between $15 million and $500 million in sales. Pat has extensive commercial banking experience with small international companies (e.g., at HSBC, JPMorgan Chase, and TD Bank) and mid-size regional companies (e.g., at Bank of New York, and Webster Bank).
Over the last 10 years, Pat’s experience with ESOP companies (in general) and leveraged ESOP creation (specifically) has grown. Just prior to joining CSG Partners, Pat’s commercial banking team financed the creation of ESOPs for multiple NY/NJ based companies and their employees.
Pat is a graduate of the University of Notre Dame and, earlier in his career, served as squad leader/corporal in the U.S. Marine Corps Reserves.
He is a licensed CPA in New York State.