Joseph Patrick Email & Phone Number
Senior Financial Consultant @ Optum
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Joseph Patrick Location
- Fort Wayne, IN, US
Joseph Patrick Work
- 2024 -now Senior Financial Consultant @
- 2019 -2024 Finance Manager @
- 2013 -2019 Business Manager of Revenue Cycle Operations @
- 2012 -2013 Operations Consultant @
- 2011 -2011 Donor Procurement Intern @
- 2008 -2010 Registered Representative @
- 2008 -2010 Registered Representative @ CHARLES SCHWAB & CO
Joseph Patrick Education
- Gies College of Business - University of Illinois Urbana-Champaign
MBA (Healthcare Opperations)
2010-2012 - Ball State University
Bachelor's degree (Corporate Finance)
2004-2008 - University of Illinois System
MBA (Healthcare Operations)
- Ball State University
Bachelor of Science (Finance)
Joseph Patrick Skills
- Series 7
- Mutual Funds
- Financial Analysis
- Retirement Planning
- Wealth Management
- Asset Allocation
- Securities
- Investments
- Investment Strategies
- Strategic Financial Planning
- Portfolio Management
- Options
- Financial Modeling
- Investment Management
- Equities
- Financial Advisory
- Capital Markets
- Fixed Income
- Bonds
- Equity Trading
- Leadership
- Finance
- Analysis
- Revenue Cycle
- Operations
Joseph Patrick Summary
- Joseph Patrick, based in Fort Wayne, IN, US, is currently a Senior Financial Consultant at Optum. Joseph Patrick brings experience from previous roles at Parkview Health, St. Vincent’s Health System and American Red Cross. Joseph Patrick holds a 2010 - 2012 MBA in Healthcare Opperations @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Series 7, Mutual Funds, Financial Analysis, Retirement Planning, Wealth Management and more. Joseph Patrick has 1 emails and 2 mobile phone numbers on RocketReach.
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