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Rick Nagel

Account Manager

 

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Education

Mr. Nagel earned his Business Management degree from Indiana University and completed his graduate studies at the Stonier Graduate School of Banking, University of Delaware.

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Rick is an experienced financial professional having served an extensive career in the banking industry together with a second career as a CFO of a Dayton based company. He has also provided business advisory services to Dayton area companies with the focus on general financial management functions plus assisting companies with banking related needs, including sourcing lending arrangements to meet the funding requirements of their respective companies.

Rick performed his banking experience and duties in multiple divisions within the banking industry including Commercial Banking, International Banking, and Healthcare Finance. His banking career was performed in various locations, including Indianapolis, Indiana, St. Louis, Missouri, Kokomo, Indiana, and Dayton Ohio. In 2003, Rick made a career change and became the CFO of a privately-owned Dayton based IT Professional Services company until 6/30/19.

Rick earned his Business Management degree from Indiana University. He also completed graduate level studies at the Stonier Graduate School of Banking, University of Delaware plus several banking industry schools sponsored by the American Banking Association: International Banking School, University of Colorado, Commercial Lending School and Commercial Lending Graduate School at the University of Oklahoma.

 

Our Team

Tony
Alexander

CEO

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Jason
Downey

Fund Manager

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Esteban “Steve”
Lopez

Sales Director

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