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 @
- 2022 -2023 Sr. Portfolio Analyst @
- 2019 -2022 Portfolio Analyst @
- 2011 -2019 Financial Advisor @
- 2010 -2011 Claims Adjuster @
- 2008 -2010 Claims Service Rep @
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
- Life Insurance
- Investments
- Financial Planners
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Insurance
- 401k Rollovers
- Life & Health Insurance Licenses
- Risk Management
- Business Analysis
- Finance
- Financial Analysis
- Customer Service
- Analysis
- Strategic Planning
- Microsoft Excel
- Microsoft Office
- Uniform Combined State Law
- Health
- 215 Life
- Strategic Financial
- Health and Variable Ann
- Life and Health Insurance Licenses
- Life and Health Insurance
- Portfolio Management
- Financial Services
- Financial Planning
- Financial Risk
- Financial Statements
- Financial Markets
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 on RocketReach.
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