Patrick Lauderdale Email & Phone Number
President and CEO of Chart Built Wealth
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Patrick Lauderdale Location
- Chicago, IL, US
Patrick Lauderdale Work
- President and CEO of Chart Built Wealth @ Chart Built Wealth (January 2024 - Present)
- Vice President @ (May 2019 - March 2024)
- Vice President, Financial Advisor @ (February 2010 - May 2019)
- Vice President, Portfolio Manager @ (November 1992 - February 2010)
- Personal Banking Officer @ First National Bank of Chicago (January 1981 - November 1992)
Patrick Lauderdale Education
- Millikin University 1976-1980
Patrick Lauderdale Skills
- Investments
- Investment Advisory
- Investment Strategies
- Investment Management
- Wealth Management
- Strategic Planning
- PowerPoint
- Banking
- Project Management
- Business Development
- Public Speaking
Patrick Lauderdale Summary
- Patrick Lauderdale, based in Chicago, IL, US, is currently a President and CEO of Chart Built Wealth at Chart Built Wealth. Patrick Lauderdale brings experience from previous roles at Uhlmann Price Securities, LLC, William Blair & Company, LLC, Morgan Stanley Smith Barney and First National Bank of Chicago. Patrick Lauderdale holds a 1976 - 1980 Millikin University. With a robust skill set that includes Investments, Investment Advisory, Investment Strategies, Investment Management, Wealth Management and more. Patrick Lauderdale has 1 emails and 1 mobile phone numbers on RocketReach.
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Patrick Lauderdale
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