2009 -
2015 Advisory and Compliance Consultant @ Amiplans
2014 -
now Managing Director @ Enclave Wealth Advisors
2009 -
2010 Consultant @
2007 -
2009 Assistant Vice President Advisory Product @ Eastbrook Capital
2005 -
2007 Investment Advisory Products and Portfolio Manager @
2003 -
2005 Strategic Director and Assistant Portfolio Manager @ 21st Century Advisors
Patrick Castelli Education
Siena College
Bachelor of Science (Finance)
Patrick Castelli Summary
Patrick Castelli, based in United States, is currently a Managing Member at Citadel Real Estate Group. Patrick Castelli brings experience from previous roles at Dinosaur Securities, Amiplans, Enclave Wealth Advisors and Waddell & Reed. Patrick Castelli holds a Bachelor of Science in Finance @ Siena College. Patrick Castelli has 1 emails on RocketReach.
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