Patrick Dalton Location
Syracuse, NY, US
Patrick Dalton Work
- 2004 - now President @ Lipe & Dalton
- 1995 - 2004 Portfolio Manager @ JWB & Co.
- 1991 - 1995 Market Research Analyst @ Mower Agency | 100% Employee-Owned
Patrick Dalton Education
- CFA Institute
CFA (Chartered Financial Analyst)
1996 - 1998 - Syracuse University
MBA (Finance & Marketing)
1988 - 1990 - University of Vermont
BS (Electrical Engineering)
1983 - 1986
Patrick Dalton Skills
- Investments
- Portfolio Management
- Strategic Planning
- Retirement Planning
- IRA's
- Endowments
- Foundations
- Business Transitions
Patrick Dalton Summary
Patrick Dalton, based in Syracuse, NY, US, is currently a President at Lipe & Dalton. Patrick Dalton brings experience from previous roles at JWB & Co. and Eric Mower and Associates. Patrick Dalton holds a 1996 - 1998 CFA in Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Investments, Portfolio Management, Strategic Planning, Retirement Planning, IRA's and more. Patrick Dalton has 1 emails and 1 mobile phone numbers on RocketReach.
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