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Patrick Mckee Email & Phone Number
Investment Banking Summer Analyst
at
Osage Advisors, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Banking Summer Analyst
Location
Essex, Connecticut, United States
Company size
Who is Patrick Mckee? Overview
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Quick answer
Patrick Mckee is listed as Investment Banking Summer Analyst at Osage Advisors, LLC, a company with 12 employees, based in Essex, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Patrick Mckee.
Patrick Mckee previously worked as M&A Analyst at Worklyn Partners and Defensives Group - Analyst at Peggotty Investment Club. Patrick Mckee holds Bachelor Of Arts - Ba, Economics Major & Finance Minor from Connecticut College.
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Osage Advisors, LLC
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Profile bio
About Patrick Mckee
As a Finance Analyst with experience as an M&A Summer Analyst at Worklyn Partners, I excel in financial analysis, due diligence, and risk assessment. I prepared an investment memo for a $100M+ acquisition, demonstrating my proficiency with complex data.My skills in financial modeling, problem-solving, and strategic analysis have been honed through investment management and supporting senior advisors. I am eager to leverage my expertise and Excel skills to drive impactful results in finance roles.
Current workplace
Patrick Mckee's current company
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Osage Advisors, Llc
6 roles
Patrick Mckee work experience
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M&A Analyst
CurrentPerformed financial and operational due diligence on target companies with ~$1m-$3 of EBITDA and ~$5m of revenue in the IT Services industry.Participated in calls between Directors and PortCo's to assess key post-acquisition risks, opportunities, and performance.Analyzed financial targets, budgets, and profitability at the Fund and PortCo levels.Assisted.
Jun 2024 - Present
Defensives Group - Analyst
CurrentCollaborate on the investment management of a portion of the college’s endowment (+/-$179,000).Research, analyze, and pitch changes to current club holdings with weekly updates to the club.
Jan 2024 - Present
Summer Analyst - Virtual Insight Series
Jun 2023 - Aug 2023
Underwriting Analyst
Conducted 25 special account research projects to support underwriting decisions through in-depth analysis.Streamlined underwriting processes, improving efficiency by 15% by assisting in 5 key tasks.
May 2023 - Aug 2023
Summer Analyst
Gained industry and organizational knowledge through daily business interactions and job assignments.Supported 3 senior advisors by preparing portfolios for client planning meetings.Performed equity research in the Communication Services sector.
May 2022 - Jul 2022
Team & coworkers
Colleagues at Osage Advisors, LLC
Other employees you can reach at osageadvisors.com. View company contacts for 12 employees →
GF
Geri Fitapelli, Mai, Cva, Cba
Colleague at Osage Advisors, LlcNaples, Florida, United States, United States
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JM
Jack Mcglinn
Colleague at Osage Advisors, LlcRaleigh-Durham-Chapel Hill Area, United States
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JF
Jack Fearnley
Colleague at Osage Advisors, LlcOrange, Connecticut, United States, United States
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Geri Fitapelli, Mai, Cva, Cba
Colleague at Osage Advisors, LlcNaples, Florida, United States, United States
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JM
Jack Mcglinn
Colleague at Osage Advisors, LlcRaleigh-Durham-Chapel Hill Area, United States
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JF
Jack Fearnley
Colleague at Osage Advisors, LlcOrange, Connecticut, United States, United States
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4 education records
Patrick Mckee education
Bachelor Of Arts - Ba, Economics Major & Finance Minor
Bachelor Of Science - Bs, Finance, Accounting
Post Graduate Diploma
High School Diploma
FAQ
Frequently asked questions about Patrick Mckee
Quick answers generated from the profile data available on this page.
What company does Patrick Mckee work for?
Patrick Mckee works for Osage Advisors, LLC.
What is Patrick Mckee's role at Osage Advisors, LLC?
Patrick Mckee is listed as Investment Banking Summer Analyst at Osage Advisors, LLC.
Where is Patrick Mckee based?
Patrick Mckee is based in Essex, Connecticut, United States while working with Osage Advisors, LLC.
What companies has Patrick Mckee worked for?
Patrick Mckee has worked for Osage Advisors, Llc, Worklyn Partners, Peggotty Investment Club, Goldman Sachs, and Philadelphia Insurance Companies.
Who are Patrick Mckee's colleagues at Osage Advisors, LLC?
Patrick Mckee's colleagues at Osage Advisors, LLC include Geri Fitapelli, Mai, Cva, Cba, Jack Mcglinn, and Jack Fearnley.
How can I contact Patrick Mckee?
You can use AeroLeads to view verified contact signals for Patrick Mckee at Osage Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick Mckee attend?
Patrick Mckee holds Bachelor Of Arts - Ba, Economics Major & Finance Minor from Connecticut College.
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