Ian Patrick Location
Richmond, VA, US
Ian Patrick Work
- 2012 - now Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- 2008 - 2012 Consumer Finance Specialist @ Merrill Lynch
- 2005 - 2007 National Sales Manager - Lending @ Wells Fargo Advisors
- 1992 - 2002 Mortgage and Credit Specialist @ Merrill Lynch
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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