Patrick Lyman Email & Phone Number
LPL Financial Planner at Sequoia Financial Planning @ Sequoia Financial Planning
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Patrick Lyman Location
- Mundelein, IL, US
Patrick Lyman Work
- LPL Financial Planner at Sequoia Financial Planning @ (February 2021 - Present)
- LPL Registered Administrative Associate @ (August 2020 - February 2021)
- Finance Development Program: Internal Audit @ (July 2020 - August 2020)
- Financial Development Program: Supply Chain Finance @ (January 2020 - July 2020)
- Financial Development Program: Real Estate Finance @ (June 2019 - December 2019)
- Intern Senior @ (June 2018 - August 2018)
- President @ (May 2017 - December 2017)
- Financial Planning Intern @ (May 2017 - August 2017)
- Vice President Of Recruitment @ (May 2016 - December 2016)
Patrick Lyman Education
- Northwestern University: School of Professional Studies
Certified Financial Planner (Financial Planning)
2020-2021 - University of Illinois Urbana-Champaign
Finance (General)
2015-2019 - Carmel Catholic High School
Activities and societies: National Honors Society (Football Team, Theater Department)
Patrick Lyman Skills
- Customer Service
- Data Analysis
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Teamwork
- Time Management
Patrick Lyman Summary
- Patrick Lyman, based in Mundelein, IL, US, is currently a LPL Financial Planner at Sequoia Financial Planning at Sequoia Financial Planning. Patrick Lyman brings experience from previous roles at Sequoia Financial Planning and Walgreens. Patrick Lyman holds a 2020 - 2021 Certified Financial Planner in Financial Planning @ Northwestern University: School of Professional Studies. With a robust skill set that includes Customer Service, Data Analysis, Leadership, Microsoft Excel, Microsoft Office and more. Patrick Lyman has 3 emails on RocketReach.
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