Patrick Gainer Location
- Roseville, CA, US
Patrick Gainer Work
- 2021 - now President * Owner @ Granite Bay Capital Management
- 2011 - 2021 Business Owner @ Financial Advocates Investment Management - Northern California
- 2004 - 2011 Senior Vice President - Investments @
- 1993 - 2003 Vice President - Investments @
Patrick Gainer Education
- The Wharton School
CIMA® (IMCA Certified Investment Management Analyst Program)
1993 - 1994 - University of California, Davis
Bachelor of Arts (B.A.) (Economics; Monetary Policy Emphasis)
Patrick Gainer Skills
- Investment Portfolios
- 401k Rollovers
- Qualified Retirement Plans
- Retirement Planning
- Retirement
- 401k
- Wealth Management
- Investment Management
- Investments
- Pensions
- Financial Advisory
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Estate Planning
- Securities
- Insurance
- Investment Advisory
- Wealth
- Portfolio Management
- Finance
- Investment Strategies
- Series 63 - Held with LPL Financial
- FINRA
- Retirement Plan Consulting
- Wealth Management Services
- IRAs
- Series 65 - Held with Financial Advocates Investment
- Series 7 - Held with LPL Financial
- Series 24 - Held with LPL Financial
- Series 7
- Series 63
- Series 65
- Series 24
- Microsoft Office
- Microsoft Excel
- Customer Service
- Financial Analysis
- Management
- Project Management
- Held With Lpl Financial
- Held With Financial Advocates Investment
Patrick Gainer Summary
- Patrick Gainer, based in Roseville, CA, US, is currently a President * Owner at Granite Bay Capital Management. Patrick Gainer brings experience from previous roles at Financial Advocates Investment Management - Northern California, Wells Fargo Advisors and Merrill Lynch. Patrick Gainer holds a 1993 - 1994 CIMA® in IMCA Certified Investment Management Analyst Program @ The Wharton School. With a robust skill set that includes Investment Portfolios, 401k Rollovers, Qualified Retirement Plans, Retirement Planning, Retirement and more. Patrick Gainer has 3 emails on RocketReach.
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Patrick Gainer
President * Owner
Roseville, CA, US
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