Patrick Carroll Email & Phone Number
Partner @ Merit Financial Advisors
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Patrick Carroll Location
- Rockville, MD, US
Patrick Carroll Work
- 2025 -now Partner @
- 2006 -2025 Founder @ The Dynamic Advisor Network (DAN)
- 1983 -2025 Founder and CEO @ Obsidian Business Planning Solutions
Patrick Carroll Education
- The American College
MSFS (Financial Services)
1995-1997 - Virginia Tech
BS (Science)
1976-1980 - American School of Vientiane
High School Diploma (High School/Secondary Diplomas and Certificates)
1972-1974
Patrick Carroll Skills
- Accounting
- Educational Workshops
- Exit Planning for Business Owners
- Program Management
- Small Business
- Estate Planning
- Strategic Financial Planning
- Management
- Marketing
- Business Intelligence
- Investments
- Financial Planners
- Business Strategy
- Retirement Planning
- Leadership
- Wealth Management
- Insurance
- Team Leadership
- Business Planning
- Strategic Planning
- Microsoft Office
- Public Speaking
- Entrepreneurship
- Financial Planning
- Team Building
- Banking
- Family Business
- CEO Succession
- Succession Planning
- Analytics
- Business Continuity Planning
Patrick Carroll Summary
- Patrick Carroll, based in Rockville, MD, US, is currently a Partner at Merit Financial Advisors. Patrick Carroll brings experience from previous roles at The Dynamic Advisor Network (DAN) and Obsidian Business Planning Solutions. Patrick Carroll holds a 1995 - 1997 MSFS in Financial Services @ The American College. With a robust skill set that includes Accounting, Educational Workshops, Exit Planning for Business Owners, Program Management, Small Business and more. Patrick Carroll has 1 emails and 1 mobile phone numbers on RocketReach.
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