Patrick Louis Email
Private Wealth Advisor @ The Shuley Stevens Group
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Patrick Louis Location
- Fort Thomas, KY, US
Patrick Louis Work
- Private Wealth Advisor @ (May 2022 - Present)
- Fixed Income Specialist @ (March 2022 - May 2022)
- Investment Solutions Representative @ (January 2020 - April 2022)
- Customer Relationship Advocate @ (June 2019 - January 2020)
- Associate @ (January 2018 - August 2018)
Patrick Louis Education
- Northwestern University
Certification (Financial Planning)
2020-2021 - Thomas More University
(Finance, General)
2015-2019
Patrick Louis Summary
- Patrick Louis, based in Fort Thomas, KY, US, is currently a Private Wealth Advisor at Esteem Wealth Partners - Northwestern Mutual Private Client Group. Patrick Louis brings experience from previous roles at Fidelity Investments and The Shuley Stevens Group. Patrick Louis holds a 2020 - 2021 Certification in Financial Planning @ Northwestern University. Patrick Louis has 1 emails on RocketReach.
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