Patrick Kenefick Email & Phone Number

Wealth Advisor @ Neuberger

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Patrick Kenefick Location

Bradenton, FL, US

Patrick Kenefick Work

2012 - now Wealth Advisor @ Neuberger
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2004 - 2012 First Vice President, Senior Trust and Estate Specialist @ Merrill Lynch
2002 - 2004 Director, Wealth Management @ FNB of Florida

2000 - 2002 Vice President @ Fisher Investments
1998 - 2000 Director, Private Asset Management @ Neuberger
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1991 - 1998 Vice President @ SunTrust/Trusco Capital Management

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Patrick Kenefick Education

The University of Georgia
1986 - 1990

Patrick Kenefick Skills

IRA's
Estate Planning
Series 63

Alternative Investments
Insurance Planning
Investment Strategies
Investments
Asset Management
Investment Advisory
Asset Allocation

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Patrick Kenefick Summary

Patrick Kenefick, based in Bradenton, FL, US, is currently a Wealth Advisor at Neuberger Berman. Patrick Kenefick brings experience from previous roles at Merrill Lynch (Bank of America), FNB of Florida, Fisher Investments and Neuberger Berman. Patrick Kenefick holds a 1986 - 1990 The University of Georgia. With a robust skill set that includes IRA's, Estate Planning, Series 63, Alternative Investments, Insurance Planning and more. Patrick Kenefick has 1 emails and 1 mobile phone numbers on RocketReach.

Patrick Kenefick Emails

Found 1 emails

@yahoo.com

Patrick Kenefick Phone Numbers

Found 5 phone numbers

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