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Patrick Lawlor Location
Chicago, IL, US
Patrick Lawlor Work
Head of Mergers and Acquisitions @ (January 2023 - Present)
President and Head of Mergers and Acquisitions @ (September 2017 - July 2022)
Managing Director of Chicago @ Alpha Fiduciary (March 2015 - September 2017)
President – (formerly Director of Research and Client Service) @ LEAVITT CAPITAL MANAGEMENT, INC. (March 2005 - February 2015)
Vice President @ ABN-AMRO ASSET MANAGEMENT (July 1999 - March 2005)
Financial Planner @ DINVERNO & FOLTZ FINANCIAL GROUP (November 1998 - July 1999)
Trust Investment Officer @ LASALLE NATIONAL BANK/ABN AMRO (July 1997 - November 1998)
Commercial Credit Analyst @ LASALLE NATIONAL BANK/ABN AMRO (July 1994 - July 1997)
Patrick Lawlor Education
University of Illinois Urbana-Champaign
Bachelor of Science (Finance)
1994
Patrick Lawlor Skills
Asset Management
Asset and Liability Management (ALM)
Budgeting & ROI Analysis
Business Analysis
Business Development
Business Strategy
Capital Markets
Cash Flow Analysis
Client Management
Contract Negotiation
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Planning
Financial Services
Investment Management
Investment Strategies
Investments
M&A Due Diligence
Mergers & Acquisitions (M&A)
Portfolio Management
Project Management
Retirement Planning
Strategic Planning
Wealth Management Services
Patrick Lawlor Summary
Patrick Lawlor, based in Chicago, IL, US, is currently a Head of Mergers and Acquisitions at Savant Wealth Management. Patrick Lawlor brings experience from previous roles at The Mather Group, LLC, Alpha Fiduciary, LEAVITT CAPITAL MANAGEMENT, INC. and ABN-AMRO ASSET MANAGEMENT. Patrick Lawlor holds a Bachelor of Science in Finance @ University of Illinois Urbana-Champaign. With a robust skill set that includes Asset Management, Asset and Liability Management (ALM), Budgeting & ROI Analysis, Business Analysis, Business Development and more. Patrick Lawlor has 2 emails and 1 mobile phone numbers on RocketReach.
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