Patrick is a vice president and branch manager at Schwab with over 20 years of professional experience through bull and bear markets. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance.
Patrick holds an MBA from the Monmouth University, Leon Hess School of Business, and a B.A. in Economics from Rutgers University. He holds the Certified Wealth Strategist® designation and Series 7, 9, 10 and 66 Securities Licenses.