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Patrick Farrell Location
Fort Lauderdale, FL, US
Patrick Farrell Work
President of SIG @ (January 2022 - Present)
Financial Advisor @ (December 2020 - January 2022)
President and CEO @ INVESTACORP ADVISORY SERVICES, INC. ("IAS") (October 2007 - December 2020)
CEO and President @ Investacorp, Inc. (October 2007 - December 2020)
Chief Operating Officer @ Investacorp, Inc. (May 2006 - October 2007)
CFO @ Investacorp, Inc. (January 1985 - May 2006)
Senior Accountant @ Arthur Andersen & CO (December 1980 - May 1982)
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
Customer Service
Customer Support
Patrick Farrell Summary
Patrick Farrell, based in Fort Lauderdale, FL, US, is currently a President of SIG at Sound Income Group. Patrick Farrell brings experience from previous roles at Associated Investor Services, Inc., INVESTACORP ADVISORY SERVICES, INC. ("IAS") 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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