Patrick Flint Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
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Patrick Flint Location
- Raleigh, NC, US
Patrick Flint Work
- 2025 - now Senior Vice President, Financial Advisor @
- 2017 - 2025 Vice President, Financial Advisor @
- 2011 - 2017 Vice President, Strategic Relationship Management @
- 2010 - 2011 Business Development and Marketing @
- 2008 - 2010 Business Development Manager @
- 2006 - 2008 Sales Engineer @
Patrick Flint Education
- University of Wisconsin-Whitewater
MBA (Management & Finance)
2008 - 2011 - University of Wisconsin-Whitewater
BA (Operations Management)
2002 - 2006
Patrick Flint Skills
- Investment Advisory Services
- Fiduciary
- Retirement Plan Consulting
- Financial Advisory
- Qualified Retirement Plans
- Non-Qualified Deferred Compensation
- Defined Benefit
- 401k
- Retirement Planning
- Investments
- Asset Allocation
- Financial Planning
- Finance
- ERISA
- Retirement Plan Consuting
- Independent Financial Advice
- Business Development
- Microsoft Word
- Solution Selling
- Selling
- Management
- Sales Operations
- Cross Functional Team Leadership
- Business Strategy
- PowerPoint
- Retirement Plans
- Competitive Analysis
- Sales Management
- Marketing Strategy
- New Business Development
- Financial Services
- Leadership
- Sales
- Strategy
- Account Management
- Cross Functional Team
- Microsoft Office
- Marketing
- Engineering
- Mutual Funds
- Non Qualified Deferred Compensation
Patrick Flint Summary
- Patrick Flint, based in Raleigh, NC, US, is currently a Senior Vice President, Financial Advisor at CAPTRUST. Patrick Flint brings experience from previous roles at CAPTRUST, John Hancock, Flint Strategic Partners and EFP, LLC.. Patrick Flint holds a 2008 - 2011 MBA in Management & Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Investment Advisory Services, Fiduciary, Retirement Plan Consulting, Financial Advisory, Qualified Retirement Plans and more. Patrick Flint has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Aif James Valmonte
Vice President | Financial Advisor
Pasadena, CA, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Carl Hall
Portfolio Manager
Boston, MA, US
Errol Hau
SVP - Institutional Investment Advisor
Southfield, MI, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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