Patrick Clifford Email & Phone Number
Partner, Private Wealth Manager @ Clifford-Lewis Private Wealth
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Patrick Clifford Location
- Jacksonville, FL, US
Patrick Clifford Work
- 2022 -now Partner, Private Wealth Manager @
- 2012 -2022 Managing Director - Investments @
- 2006 -2012 Financial Advisor @ Morgan Stanley Smith Barney
- 2002 -2006 Financial Advisor @ UBS Financial Services
- 1998 -2002 President @ Clifford Petroleum LLC
- 1990 -1998 Executive Vice President @ Sonat Exploration Company
- 1988 -1989 Assistant Manager @ Texas Oil and Gas
- 1986 -1987 Manager @ Texas Oil and Gas
- 1983 -1986 Vice President of Engineering @ Texas Oil and Gas
- 1971 -1983 Various Management Positions @ Shell Oil
Patrick Clifford Education
- Pennsylvania State University
Bachelor’s Degree (Petroleum Engineering)
1967-1971
Patrick Clifford Skills
- Financial Strategies and Solutions
- Management
- Strategic Planning
- Investments
- Microsoft Office
- Financial Advisory
- Due Diligence
- Financial Analysis
- Insurance
- Investment Management
- Mergers & Acquisitions
- Packaging
- Corporate Identity
- Visual Planning
- Concept Development
- Corporate Branding
- Graphic Design
- Brand Communication
- Integrated Marketing
- Concept Design
- Branding
- Stationery
- Creative Strategy
- Logo Design
- Adobe Creative Suite
- Mergers and Acquisitions
- Typography
- InDesign
Patrick Clifford Summary
- Patrick Clifford, based in Jacksonville, FL, US, is currently a Partner, Private Wealth Manager at Clifford-Lewis Private Wealth. Patrick Clifford brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney, UBS Financial Services and Clifford Petroleum LLC. Patrick Clifford holds a 1967 - 1971 Bachelor’s Degree in Petroleum Engineering @ Pennsylvania State University. With a robust skill set that includes Financial Strategies and Solutions, Management, Strategic Planning, Investments, Microsoft Office and more. Patrick Clifford has 3 emails and 1 mobile phone numbers on RocketReach.
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