Patrick Lundergan Email
Senior Wealth Advisor @ Albion Financial Group
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Patrick Lundergan Location
- Salt Lake City, UT, US
Patrick Lundergan Work
- Senior Wealth Advisor @ (April 2023 - Present)
- Wealth Advisor @ (January 2022 - Present)
- Financial Planner @ (July 2019 - January 2022)
- Financial Services Consultant @ (September 2018 - June 2019)
- Retirement Plan Specialist @ (April 2012 - January 2018)
Patrick Lundergan Education
- University of Utah
Bachelor's degree (Finance)
2007-2011
Patrick Lundergan Skills
- Annuity strategies
- Asset allocation strategies
- Customer Service
- Estate planning strategies
- Financial Services
- Insurance needs analysis
- Mutual fund strategies
- Retirement Planning Strategies
Patrick Lundergan Summary
- Patrick Lundergan, based in Salt Lake City, UT, US, is currently a Senior Wealth Advisor at Albion Financial Group. Patrick Lundergan brings experience from previous roles at Albion Financial Group, AXA Advisors, LLC and Fidelity Investments. Patrick Lundergan holds a 2007 - 2011 Bachelor's degree in Finance @ University of Utah. With a robust skill set that includes Annuity strategies, Asset allocation strategies, Customer Service, Estate planning strategies, Financial Services and more. Patrick Lundergan has 2 emails on RocketReach.
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Patrick Lundergan
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