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
- Client Advisor and Team Leader @ (July 2024 - Present)
- Senior Lead Planner @ (November 2021 - July 2024)
- Financial Advisor @ (May 2015 - October 2021)
- Wealth Advisor @ (January 2012 - May 2015)
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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Top The Joseph Group Capital Management Employees
Patrick Finneran
Client Advisor and Team Leader
Hilliard, OH, US
Michelle O'Brien
Manager of Marketing and Communications
Columbus, OH, US
Alex Durbin
Chief Investment Officer
Columbus, OH, US
Scott Mizer
Partner and President
Columbus, OH, US
Michael Loveless
Customer Service Specialist
Columbus, OH, US
Matt Palmer
Co-Chairman
Columbus, OH, US
Matthew Kruckenberg
Manager, Retirement Plan Services
Columbus, OH, US
Kaleb Luke
Client Service Representative
Columbus, OH, US
Zach Granger
Wealth Advisory Associate
Columbus, OH, US
Jonathan Bailey
Client Advisor
Columbus, OH, US
Theresa Lechard
Client Advisor
Columbus, OH, US
Ella Huelskamp
Marketing Intern
Athens, OH, US
Alex Jenney
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Westerville, OH, US
Anna D'Andrea
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