Patrick Faulkner Email & Phone Number
Managing Partner, Towne Wealth Management @ TowneBank
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Patrick Faulkner Location
- Williamsburg, VA, US
Patrick Faulkner Work
- 2016 -now Managing Partner, Towne Wealth Management @
- 2012 -now Financial Advisor @
- 2012 -2016 EVP, Managing Director of Investments @ Monarch Bank
- 2000 -2012 Private Financial Advisor @
- 1993 -2000 Senior Financial Advisor @ Crestar Securities Corporation
- 1992 -1993 Financial Advisor @
Patrick Faulkner Skills
- Investments
- Portfolio Management
- Strategic Planning
- Retirement Planning
- Customer Service
- Management
- Financial Analysis
- Finance
- Relationship Management
- Insurance
- Sales
- Public Speaking
- Risk Management
Patrick Faulkner Summary
- Patrick Faulkner, based in Williamsburg, VA, US, is currently a Managing Partner, Towne Wealth Management at TowneBank. Patrick Faulkner brings experience from previous roles at Raymond James, Monarch Bank, SunTrust Investment Services, Inc. and Crestar Securities Corporation. With a robust skill set that includes Investments, Portfolio Management, Strategic Planning, Retirement Planning, Customer Service and more. Patrick Faulkner has 4 emails and 2 mobile phone numbers on RocketReach.
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