Patrick Gano Email & Phone Number
Retirement Plan Manager - Mid-Atlantic @ HBKS Wealth Advisors
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Patrick Gano Location
- Philadelphia, PA, US
Patrick Gano Work
- Retirement Plan Manager - Mid-Atlantic @ (September 2024 - Present)
- Senior Regional Vice President - Mid-Atlantic @ (October 2013 - September 2024)
- Advisor Services Associate @ (October 2010 - October 2013)
- Converged Accounting Group Senior Associate - Transfer Agent Liaison @ (April 2010 - October 2010)
- Global Equity Mutual Fund Accounting Associate @ (July 2008 - April 2010)
Patrick Gano Education
- University of Delaware - Lerner College of Business and Economics
Bachelor’s Degree (Finance)
2004-2008 - Central York High School 2000-2004
Patrick Gano Skills
- Securities
- 401k
- Mutual Funds
- Investments
- Series 63
- Equities
- Retirement
- Strategic Financial Planning
- Retirement Planning
- ETFs
- Asset Allocation
- Uniform Combined State Law
- Investment Advisory
- FINRA
- Investment Strategies
- Finance
- Financial Planning
- Portfolio Management
- Wealth Management
- Leadership
- Sales
- Microsoft Office
- Marketing
- Training
- Project Management
- Uniform Combined State
- Strategic Financial
Patrick Gano Summary
- Patrick Gano, based in Philadelphia, PA, US, is currently a Retirement Plan Manager - Mid-Atlantic at HBKS Wealth Advisors. Patrick Gano brings experience from previous roles at PCS Retirement, LLC, Professional Capital Services, LLC and T. Rowe Price. Patrick Gano holds a 2004 - 2008 Bachelor’s Degree in Finance @ University of Delaware - Lerner College of Business and Economics. With a robust skill set that includes Securities, 401k, Mutual Funds, Investments, Series 63 and more. Patrick Gano has 3 emails and 2 mobile phone numbers on RocketReach.
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