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
- Partner, Private Wealth Manager @ (January 2022 - Present)
- Managing Director - Investments @ (January 2012 - February 2022)
- Financial Advisor @ Morgan Stanley Smith Barney (September 2006 - January 2012)
- Financial Advisor @ UBS Financial Services (March 2002 - September 2006)
- President @ Clifford Petroleum LLC (May 1998 - March 2002)
- Executive Vice President @ Sonat Exploration Company (March 1990 - May 1998)
- Assistant Manager @ Texas Oil and Gas (January 1988 - January 1989)
- Manager @ Texas Oil and Gas (January 1986 - January 1987)
- Vice President of Engineering @ Texas Oil and Gas (January 1983 - January 1986)
- Various Management Positions @ Shell Oil (January 1971 - January 1983)
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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