Patrick Kenefick Email & Phone Number
Wealth Advisor @ Neuberger
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Patrick Kenefick Location
- Bradenton, FL, US
Patrick Kenefick Work
- Wealth Advisor @ (May 2012 - Present)
- First Vice President, Senior Trust and Estate Specialist @ (June 2004 - April 2012)
- Director, Wealth Management @ FNB of Florida (May 2002 - May 2004)
- Vice President @ (July 2000 - May 2002)
- Director, Private Asset Management @ (June 1998 - July 2000)
- Vice President @ SunTrust/Trusco Capital Management (April 1991 - May 1998)
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
- Mutual Funds
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Management
- Trust Services
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 2 mobile phone numbers on RocketReach.
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