Patrick Gauthier Email & Phone Number

Chief Investment Officer @ CPS Investment Advisors

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Patrick Gauthier Location

Florida, United States

Patrick Gauthier Work

2023 - now Chief Investment Officer @ CPS Investment Advisors
2022 - 2023 Sr. Portfolio Analyst @ CPS Investment Advisors
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2019 - 2022 Portfolio Analyst @ CPS Investment Advisors
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2011 - 2019 Financial Advisor @ USAA
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2010 - 2011 Claims Adjuster @ USAA
2008 - 2010 Claims Service Rep @ GEICO
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Patrick Gauthier Education

Creighton University's Heider College of Business
Master's in Securities Analysis and Portfolio Management (Investments and Securities)
2012 - 2014

Patrick Gauthier Skills

Series 7
Series 66
215 Life, Health & Variable Ann.

Retirement Planning
Mutual Funds
Retirement
Wealth Management
Strategic Financial Planning
Estate Planning
Securities

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Patrick Gauthier Summary

Patrick Gauthier, based in Florida, United States, is currently a Chief Investment Officer at CPS Investment Advisors. Patrick Gauthier brings experience from previous roles at CPS Investment Advisors and USAA. Patrick Gauthier holds a 2012 - 2014 Master's in Securities Analysis and Portfolio Management in Investments and Securities @ Creighton University's Heider College of Business. With a robust skill set that includes Series 7, Series 66, 215 Life, Health & Variable Ann., Retirement Planning, Mutual Funds and more. Patrick Gauthier has 1 emails and 1 mobile phone numbers on RocketReach.

Patrick Gauthier Emails

Found 1 emails

@cpsinvest.com

Patrick Gauthier Phone Numbers

Found 1 phone numbers

+1 315-730-XXXX

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Patrick Gauthier

Chief Investment Officer at CPS Investment Advisors

Florida, United States
1
- cpsinvest.com
1
- +1 315-730-XXXX

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Patrick Gauthier

Chief Investment Officer at CPS Investment Advisors

Florida, United States
1
- cpsinvest.com
1
- +1 315-730-XXXX
Nolen Bailey

Partner at CPS Investment Advisors

Lakeland, FL, US
2
- yahoo.com
- cpsinvest.com
1
- +1 863-688-XXXX
Peter Golotko

Owner at CPS Investment Advisors

Lakeland, FL, US
2
- gmail.com
- cpsinvest.com
4
- +1 954-561-XXXX
- +1 863-688-XXXX
- +1 863-604-XXXX
- +1 218-461-XXXX
Sterling Searcy Jr

Financial Advisor at CPS Investment Advisors

Lakeland, FL, US
1
- cpsinvest.com
1
- +1 772-480-XXXX
Richard Bernard

Financial Advisor at CPS Investment Advisors

Lakeland, FL, US
1
- gmail.com
4
- +1 863-559-XXXX
- +1 863-688-XXXX
- +1 863-688-XXXX
- +1 863-619-XXXX
Bob Eckenroth

Financial Analyst at CPS Investment Advisors

Lakeland, FL, US
3
- yahoo.com
- aol.com
- cpsinvest.com
5+
- +1 863-701-XXXX
- +1 863-646-XXXX
- +1 863-607-XXXX
- +1 863-701-XXXX
- +1 218-462-XXXX
- +1 407-496-XXXX
Colin Stabel

Portfolio Operations Associate at CPS Investment Advisors

Lakeland, FL, US
1
- cpsinvest.com
3
- +1 352-514-XXXX
- +1 352-473-XXXX
- +1 904-318-XXXX

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