Patrick Lonergan Email & Phone Number
Owner @ Vital Wealth
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Patrick Lonergan Location
- Clinton, IA, US
Patrick Lonergan Work
- 2019 -now Owner @
- 2023 -now Owner and Host @
- 2023 -now Owner and Host @
- 2014 -2019 Financial Adviser @
- 2013 -2019 Owner @ The Lonergan Group
- 2010 -2019 Financial Services Professional @
- 2009 -2010 Agent @
Patrick Lonergan Education
- Simpson College
Political Science (Philosophy)
1998-2002 - Clinton High School
Patrick Lonergan Skills
- Succession Planning
- Social Media
- Business Networking
- Business Planning
- Estate Planning
- Problem Solving
- Investments
- Project Management
- Business Strategy
- Small Business
- Retirement Planning
- Microsoft Excel
- Success Driven
- Securities
- Life Insurance
- Long Term Care Insurance
- Microsoft Word
- Customer Service
- Strategic Planning
- Marketing
- 401k
- Finance
Patrick Lonergan Summary
- Patrick Lonergan, based in Clinton, IA, US, is currently a Owner at Vital Wealth. Patrick Lonergan brings experience from previous roles at Vital Strategies, Eagle Strategies, LLC and The Lonergan Group. Patrick Lonergan holds a 1998 - 2002 Political Science in Philosophy @ Simpson College. With a robust skill set that includes Succession Planning, Social Media, Business Networking, Business Planning, Estate Planning and more. Patrick Lonergan has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Vital Wealth Employees
Patrick Lonergan
Owner
Clinton, IA, US
Julian Fpqp
Associate Advisor
Jacksonville, FL, US
Michael O'Keefe
Associate Financial Advisor
Jacksonville Beach, FL, US
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