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Jared Patrick Location
Pittsburgh, PA, US
Jared Patrick Work
Financial Advisor @ (January 2025 - Present)
Financial Advisor @ (November 2022 - August 2025)
Investment Services Consultant @ (August 2020 - November 2022)
Financial Advisor @ Sage Point Financial (January 2014 - September 2014)
Investment Specialist @ (January 2014 - August 2020)
Specialist in Quality Control @ (September 2012 - November 2014)
Staff Accountant @ (October 2011 - July 2018)
Jared Patrick Education
Bethany College
Bachelor's degree (Accounting and Finance)
Jared Patrick Skills
Retirement Planning
Wealth Management
Mutual Funds
Investments
Financial Advisory
Investment Strategies
Leadership
Jared Patrick Summary
Jared Patrick, based in Pittsburgh, PA, US, is currently a Financial Advisor at PNC Wealth Management LLC. Jared Patrick brings experience from previous roles at PNC Investments and Sage Point Financial. Jared Patrick holds a Bachelor's degree in Accounting and Finance @ Bethany College. With a robust skill set that includes Retirement Planning, Wealth Management, Mutual Funds, Investments, Financial Advisory and more. Jared Patrick has 1 emails and 1 mobile phone numbers on RocketReach.
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