Pat Voelker
Co-founder @Cardinal Finance Partners
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WORK HISTORY
Co-founder @Cardinal Finance Partners
Charlotte, NC, US
Co-founder of Cardinal Finance Partners, providing fractional CFO, outsourced accounting, and transaction advisory services to small and mid-sized businesses across the US.
EDUCATION
St. Norbert College
BS, Economics
ABOUT PAT VOELKER
Co-founder of Cardinal Finance Partners, providing fractional CFO, outsourced accounting, and transaction advisory services to small and mid-sized businesses across the US. Active search fund and independent sponsor investor in SMBs.At Wells Fargo, was in fixed income investment strategy and portfolio management for institutional clients across a broad range of fixed income asset classes. Prior to Wells Fargo, Principal at Broadtree Partners, an industry agnostic lower-middle market private equity firm investing in businesses with less than $10mm of EBITDA. Responsible for leading deal underwriting, execution, and providing strategic support to portfolio companies. Prior to Broadtree, I was a Senior Portfolio Manager and Co-Head of the investment team at Dolan McEniry Capital Management where I led the management of five corporate bond investment strategies. At Dolan McEniry, I oversaw $8 billion in public investment grade and high yield corporate credit investments.
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