Patrick Clifford Email & Phone Number
Partner, Private Wealth Manager @ Clifford-Lewis Private Wealth
Patrick Clifford Location
Jacksonville, FL, US
Patrick Clifford Work
- 2022 - now Partner, Private Wealth Manager @ Clifford-Lewis Private Wealth
- 2012 - 2022 Managing Director - Investments @ Wells Fargo Advisors
- 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
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 4 emails and 1 mobile phone numbers on RocketReach.
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Patrick Clifford
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