Financial Planner @ (January 2014 - December 2018)
Operations @ (January 2015 - December 2016)
Patrick Berry Education
Southern Methodist University
Graduate Certificate in Financial Planning
2016-2017
The University of Dallas
Bachelor's degree (Economics and Finance)
2009-2013
Patrick Berry Skills
Management
Microsoft Office
Leadership
Market Research
Team Leadership
Analytic Thinking
Client Relations Skills
Editing
Outlook
Writing
Morningstar Direct
iRebal
Microsoft Excel
Patrick Berry Summary
Patrick Berry, based in Kansas City, MO, US, is currently a Partner at Flyover Capital. Patrick Berry brings experience from previous roles at Flyover Capital, Wealthie | Invest Home Equity and Paralign Health. Patrick Berry holds a 2016 - 2017 Graduate Certificate in Financial Planning @ Southern Methodist University. With a robust skill set that includes Management, Microsoft Office, Leadership, Market Research, Team Leadership and more. Patrick Berry has 4 emails and 3 mobile phone numbers on RocketReach.
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