Patrick Gano Email & Phone Number
Retirement Plan Manager - Mid-Atlantic @ HBKS Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick Gano Location
- Philadelphia, PA, US
Patrick Gano Work
- 2024 -now Retirement Plan Manager - Mid-Atlantic @
- 2013 -2024 Senior Regional Vice President - Mid-Atlantic @
- 2010 -2013 Advisor Services Associate @
- 2010 -2010 Converged Accounting Group Senior Associate - Transfer Agent Liaison @
- 2008 -2010 Global Equity Mutual Fund Accounting Associate @
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.
Looking for a different Patrick Gano?
Find contact details for 700 million professionals.
Others Named Patrick Gano
Patrick Gano
Retirement Plan Manager - Mid-Atlantic
Philadelphia, PA, US
Top HBKS Wealth Advisors Employees
Patrick Gano
Retirement Plan Manager - Mid-Atlantic
Philadelphia, PA, US
David Darwish
Senior Financial Advisor, Principal
Naples, FL, US
Steven Heere
Chief Financial Officer
Pittsburgh, PA, US
Paul Taylor
Director of Financial Planning
Erie, Pennsylvania, United States
Brian Sommers
Principal, Chief Investment Officer
Sewickley, PA, US
Chris Allegretti
Chief Executive Officer
Meadville, PA, US
Stephen Schramm
Principal and Senior Financial Advisor
Stuart, FL, US
Brittany Taylor
Principal, Senior Financial Advisor
Erie, PA, US
Ethan Berkebile
Director of Investment Research
Pittsburgh, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co