Patrick Finneran Email & Phone Number
Client Advisor and Team Leader @ The Joseph Group Capital Management
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Patrick Finneran Location
- Hilliard, OH, US
Patrick Finneran Work
- 2024 -now Client Advisor and Team Leader @
- 2021 -2024 Senior Lead Planner @
- 2015 -2021 Financial Advisor @
- 2012 -2015 Wealth Advisor @
Patrick Finneran Education
- Miami University
Bachelor of Science (Economics)
- St. Charles Preparatory School
- The Ohio State University Fisher College of Business
(CFP® Certification Program)
Patrick Finneran Skills
- Risk Management
- Financial Planners
- Education Planning
- Holistic Financial Planning
- Retirement Planning
- Wealth Management
Patrick Finneran Summary
- Patrick Finneran, based in Hilliard, OH, US, is currently a Client Advisor and Team Leader at The Joseph Group Capital Management. Patrick Finneran brings experience from previous roles at Facet, Hamilton Capital and Tricord Wealth Advisors. Patrick Finneran holds a Bachelor of Science in Economics @ Miami University. With a robust skill set that includes Risk Management, Financial Planners, Education Planning, Holistic Financial Planning, Retirement Planning and more. Patrick Finneran has 2 emails and 1 mobile phone numbers on RocketReach.
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