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Patrick Fletcher Location
Gig Harbor, WA, US
Patrick Fletcher Work
Co-Founder - Planning @ (January 2026 - Present)
Board Member @ (January 2026 - Present)
Senior Planner @ (August 2024 - December 2025)
Planner @ (April 2023 - August 2024)
Paraplanner @ (March 2022 - April 2023)
Associate Family Advisor @ (July 2020 - March 2022)
Undergraduate Teaching Assistant @ University of Washington - Michael G. Foster School of Business (March 2020 - July 2020)
Investment Operations Intern @ (June 2019 - January 2020)
Finance and Accounting Intern @ (January 2019 - June 2019)
Patrick Fletcher Education
University of Washington
Bachelor of Business Administration (B.B.A.) (Finance and Information Systems with a Mathematics minor)
2016-2020
Patrick Fletcher Skills
Business Owner Planning
Estate & Wealth Transfer Planning
Exit Planning
Investment Advisory Services
Liquidity Event Planning
Multi-generational Planning
Multi-generational wealth transfer
Personal Financial Planning
Philanthropic Planning
Private Wealth Management
Trust & Estate Coordination
Patrick Fletcher Summary
Patrick Fletcher, based in Gig Harbor, WA, US, is currently a Co-Founder - Planning at GenSphere Private Wealth. Patrick Fletcher brings experience from previous roles at South Sound Planned Giving Council and D.A. Davidson Companies. Patrick Fletcher holds a 2016 - 2020 Bachelor of Business Administration (B.B.A.) in Finance and Information Systems with a Mathematics minor @ University of Washington. With a robust skill set that includes Business Owner Planning, Estate & Wealth Transfer Planning, Exit Planning, Investment Advisory Services, Liquidity Event Planning and more. Patrick Fletcher has 1 emails and 1 mobile phone numbers on RocketReach.
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