Patrick Hager Email & Phone Number
Chief Investment Officer @ Theta Wealth Partners
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Patrick Hager Location
- Chicago, IL, US
Patrick Hager Work
- 2026 -now Chief Investment Officer @
- 2020 -2026 Senior Director-Investments @
- 2016 -2020 Branch Manager @
- 2011 -2015 Business Development Manager @
- 2004 -2007 Senior Financial Associate @
Patrick Hager Education
- DePaul University
Bachelors of Science (Business/Commerce, General)
2002-2004
Patrick Hager Skills
- Investments
- Relationship Management
- Banking
- Public Speaking
- Customer Service
- Wealth Management Strategies
- Financial Analysis
- Securities
- Wealth Management Services
- Wealth Preservation Strategies
- Multigenerational Wealth Transfer Strategies
- Risk Management Strategies
- Business Succession Strategies
- Retirement Plan Consulting
- Estate Investment Strategies
- Insurance
- Asset Allocation
- Stock Due Diligence
Patrick Hager Summary
- Patrick Hager, based in Chicago, IL, US, is currently a Chief Investment Officer at Theta Wealth Partners. Patrick Hager brings experience from previous roles at Oppenheimer & Co. Inc.. Patrick Hager holds a 2002 - 2004 Bachelors of Science in Business/Commerce, General @ DePaul University. With a robust skill set that includes Investments, Relationship Management, Banking, Public Speaking, Customer Service and more. Patrick Hager has 2 mobile phone numbers on RocketReach.
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Patrick Hager
Chief Investment Officer
Chicago, IL, US
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