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Ian Patrick Location
Richmond, VA, US
Ian Patrick Work
2012 -now Wealth Management Advisor, Senior Vice President @
2008 -2012 Consumer Finance Specialist @
2005 -2007 National Sales Manager - Lending @
1992 -2002 Mortgage and Credit Specialist @
Ian Patrick Education
University of North Carolina at Chapel Hill, Kenan-Flagler Business School
Masters of Business Administration, MBA
2002-2003
University of Colorado, Boulder
Bachelor's Degree
1987-1991
Ian Patrick Skills
Multi Generational Family Wealth Advising
Wealth Management and Investments
Family Estate Financial Guidance
Services
Divorce Financial Advising
Small Business Retirement Plans
Financial Services
Wealth Management
Financial Markets
Ian Patrick Summary
Ian Patrick, based in Richmond, VA, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Ian Patrick brings experience from previous roles at Merrill Lynch and Wells Fargo Advisors. Ian Patrick holds a 2002 - 2003 Masters of Business Administration, MBA @ University of North Carolina at Chapel Hill, Kenan-Flagler Business School. With a robust skill set that includes Multi Generational Family Wealth Advising, Wealth Management and Investments, Family Estate Financial Guidance, Services, Divorce Financial Advising and more. Ian Patrick has 1 emails and 2 mobile phone numbers on RocketReach.
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