Patrick Huey's Location
Portland, OR, US
Patrick Huey's Work
- Owner, Principal Advisor @ Victory Independent Planning
- Wealth Advisor @ Raymond James
- Financial Advisor @ CUSO Financial Services
- Investment Counselor @ Fisher Investments
- Financial Advisor @ New York Fitness
- Naval Flight Officer @ US Navy
Patrick Huey's Education
- W. P. Carey School of Business – Arizona State University
Masters (Business Administration)
2007 - 2009 - Boston University
Certificate (Financial Planning)
2009 - 2011 - University of Pittsburgh
BA (History)
1992 - 1996
Patrick Huey's Skills
- Leadership
- Financial Advisory
- Public Speaking
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- Investments
- Veterans
Patrick Huey's Summary
Patrick Huey, based in Portland, OR, US, is currently a Owner, Principal Advisor at Victory Independent Planning, bringing experience from previous roles at Raymond James Financial Services, Inc. at OnPoint Community Credit Union, CUSO Financial Services, LP, Fisher Investments and UBS. Patrick Huey holds a 2007 - 2009 Masters in Business Administration @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Leadership, Financial Advisory, Public Speaking, Insurance, Retirement Planning and more, Patrick Huey contributes valuable insights to the industry. Patrick Huey has 2 emails on RocketReach.
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