Patrick Philley

Experience

• 

  Russell Investments

  Sept 2010 - Sept 2011

  Intern Portfolio Analyst, Overlay Services

  • Assisted analysts and portfolio managers in daily processes in two separate 3-month internships, leading to successful implementation of various overlay management assignments for institutional portfolios • Gained exposure to many financial areas such as transition management, equity and fixed income derivatives trading, foreign exchange, and commission recapture

• 

  KeyBank

  Jan 2013 - Jul 2016

  • Underwrite loan requests for western US middle market businesses with revenues ranging from under $10 mil to over $1 bil • Complete historical and pro forma analysis of entities in a wide range of industries (e.g. retail, manufacturing, healthcare, non-profit, education, and construction) and comprehensively convey findings and recommendations in credit write-ups • Effectively collaborate with Relationship Managers to meet business goals and accommodate clients’ financial needs• Mentor succeeding Credit Analysts Show less

  • Commercial Credit Associate - Middle Market

    Jan 2015 - Jul 2016

  • Credit Analyst

    Jan 2013 - Jan 2015
• 

  Lighter Capital

  Jul 2016 - now

  Lighter Capital is reinventing how early growth stage tech companies get capital for growth, filling the gap between VCs and banks.

  • Manager, Credit & Underwriting

    Jan 2023 - now

  • Senior Associate, Underwriting

    Jul 2016 - Feb 2023