Patrick Lannon Email & Phone Number
Chief Compliance Officer @ Valley Forge Financial Group
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Patrick Lannon Location
- Chadds Ford, PA, US
Patrick Lannon Work
- 2026 -now Chief Compliance Officer @
- 2022 -2026 Vice President of Operations and Chief Compliance Officer - Valley Forge Investment Consultants, Inc. @
- 2016 -2022 Relationship Manager, Plan Advisory Services - Valley Forge Investment Consultants, Inc. @
- 2011 -2016 Client Account Manager @
- 2007 -2011 Retail Account Management Service Specialist @
Patrick Lannon Education
- Elizabethtown College
Bachelor of Science (B.S.) (Business Administration)
2003-2007
Patrick Lannon Skills
- Investments
- Customer Service
- Financial Analysis
- Microsoft Excel
- Accounting
- Financial Services
- Microsoft Word
- Microsoft Office
- Data Analysis
- Internal Audit
- Financial Reporting
- Banking
- Business Process Improvement
- Mutual Funds
- Marketing
- Human Resources
- Retirement Planning
- Communication
- Compliance
- Adobe Acrobat
- Project Management
- Data Entry
- Interviews
- Account Reconciliation
- Consulting
- Employee Training
- 401k
- Employee Benefits
- ERISA
- Account Management
Patrick Lannon Summary
- Patrick Lannon, based in Chadds Ford, PA, US, is currently a Chief Compliance Officer at Valley Forge Financial Group. Patrick Lannon brings experience from previous roles at Valley Forge Financial Group, T Rowe Price and T. Rowe Price. Patrick Lannon holds a 2003 - 2007 Bachelor of Science (B.S.) in Business Administration @ Elizabethtown College. With a robust skill set that includes Investments, Customer Service, Financial Analysis, Microsoft Excel, Accounting and more. Patrick Lannon has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Valley Forge Financial Group Employees
Kris Kennedy
Client Services Accountant
Schwenksville, PA, US
Patrick Lannon
Chief Compliance Officer
Chadds Ford, PA, US
Ann Suplee
Office Manager
King of Prussia, PA, US
Michael Mallick
President
Havertown, PA, US
Lisa Pileggi
Director - Valley Forge Family Office
United States
Trina Hanna
Chief Operating Officer
Philadelphia, PA, US
Steven Baymor
Investment Analyst
Philadelphia, PA, US
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