Casey Patrick Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Patrick Financial Group
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Casey Patrick Location
- Atlanta, GA, US
Casey Patrick Work
- 2004 -now CERTIFIED FINANCIAL PLANNER™ @
- 2004 -now CERTIFIED FINANCIAL PLANNER™ @ Patrick Financial Group, Inc.
- 1999 -2004 Financial Advisor @
Casey Patrick Education
- Oglethorpe University
CFP (Certified Financial Planner Program)
2003-2005 - University of Florida - Warrington College Of Business
BSBA (Finance and Management)
1997-1999 - Choctaw
HS
1991-1995 - Leadership Cobb '17
Casey Patrick Skills
- Risk Management
- Retirement
- Mutual Funds
- Public Speaking
- Series 7
- Strategic Financial Planning
- Wealth Management
- Accounting
- Estate Planning
- Financial Services
- Securities
- Customer Service
- Microsoft Excel
- Project Planning
- Small Business
- Retirement Planning
- Financial Analysis
- Investments
- Finance
- Financial Advisory
Casey Patrick Summary
- Casey Patrick, based in Atlanta, GA, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Patrick Financial Group. Casey Patrick brings experience from previous roles at Patrick Financial Group, Inc. and Edward Jones. Casey Patrick holds a 2003 - 2005 CFP in Certified Financial Planner Program @ Oglethorpe University. With a robust skill set that includes Risk Management, Retirement, Mutual Funds, Public Speaking, Series 7 and more. Casey Patrick has 1 emails and 1 mobile phone numbers on RocketReach.
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