Patrick Gaul Location
Chapel Hill, NC, US
Patrick Gaul Work
- 2025 - now Sales Engineer Director - RIA @ Envestnet, Inc
- 2024 - 2025 Principal Technical Consultant @ Juniper Square
- 2022 - 2024 Sales Engineer Director, RIA @ Envestnet | Tamarac
- 2017 - 2022 Senior Consultant, Tamarac Trading @ Envestnet | Tamarac
- 2015 - 2017 Consultant, Tamarac Trading @ Envestnet | Tamarac
- 2010 - 2015 Director of Financial Planning @ Moller & Associates, a private wealth advisory practice
- 2006 - 2010 Associate Financial Advisor @ Moller & Associates, a private wealth advisory practice
- 2000 - 2006 Assistant Manager @ Denison Golf Club at Granville
- 2005 - 2006 Marketing Assistant @ Merrill Lynch
Patrick Gaul Education
- NC State University Graduate School
Master of Business Administration - MBA (Innovation Management)
- Otterbein University
Bachelor of Science (B.S.) (Business Administration / Economics)
- Furman University
(Environmental Science)
Patrick Gaul Skills
- Financial Planning
- Consulting
- Financial Services
- Trading
- Asset Allocation
- Software Implementation
- Leadership
- Wealth Management
- Process Improvement
- Team Building
Patrick Gaul Summary
Patrick Gaul, based in Chapel Hill, NC, US, is currently a Sales Engineer Director - RIA at Envestnet. Patrick Gaul brings experience from previous roles at Juniper Square and Envestnet | Tamarac. Patrick Gaul holds a Master of Business Administration - MBA in Innovation Management @ NC State University Graduate School. With a robust skill set that includes Financial Planning, Consulting, Financial Services, Trading, Asset Allocation and more. Patrick Gaul has 3 emails and 2 mobile phone numbers on RocketReach.
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