Patrick Farrell Email & Phone Number
President and Chief Operating Officer @ Sound Income Group
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Patrick Farrell Location
- Fort Lauderdale, FL, US
Patrick Farrell Work
- 2022 -now President and Chief Operating Officer @
- 2020 -2022 Financial Advisor @
- 2007 -2020 President and CEO @ INVESTACORP ADVISORY SERVICES, INC. ("IAS")
- 2007 -2020 CEO and President @ Investacorp, Inc.
- 2006 -2007 Chief Operating Officer @ Investacorp Inc
- 1985 -2006 CFO @ Investacorp, Inc
- 1980 -1982 Senior Accountant @ Arthur Andersen & CO
Patrick Farrell Education
- Florida Atlantic University
MBA (Marketing)
1982-1984 - Barry University
BS, Accounting (Accounting and Finance)
1977-1980
Patrick Farrell Skills
- Financial Advisory
- Retirement Planning
- Investment Strategies
- Investment Advisory
- Series 7
- Mutual Funds
- Strategic Planning
- Financial Planning
- Asset Allocation
- Leadership
- FINRA
- Series 24
- Retirement Plan Consulting
- Executive Management
- Finance
- Portfolio Management
- Wealth Management Services
- Sales
- Strategic Leadership
- Financial Services
- Strategy
- Accounting
Patrick Farrell Summary
- Patrick Farrell, based in Fort Lauderdale, FL, US, is currently a President and Chief Operating Officer at Sound Income Group. Patrick Farrell brings experience from previous roles at Associated Investor Services, Inc., INVESTACORP ADVISORY SERVICES, INC. ("IAS"), Investacorp, Inc. and Investacorp Inc. Patrick Farrell holds a 1982 - 1984 MBA in Marketing @ Florida Atlantic University. With a robust skill set that includes Financial Advisory, Retirement Planning, Investment Strategies, Investment Advisory, Series 7 and more. Patrick Farrell has 2 emails on RocketReach.
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