Patrick Martin Email & Phone Number
Wealth Management and Tax Analyst @ Quantis Wealth Management
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Patrick Martin Location
- Fairfax Station, VA, US
Patrick Martin Work
- 2024 -now Wealth Management and Tax Analyst @
- 2024 -now Director of Planning @
- 2022 -2024 Personal Financial Services Senior Associate @
- 2021 -2021 Assurance Senior Manager @
- 2018 -2021 Assurance Manager @
- 2016 -2018 Assurance Senior Associate @
- 2015 -2016 Assurance Senior Associate @
- 2013 -2015 Assurance Experienced Associate @
- 2012 -2012 Winter Assurance Intern @
Patrick Martin Education
- San Diego State University
Executive Financial Planner Advanced Certificate
2019-2020 - George Mason University – Costello College of Business
Master of Business Administration (MBA) (Accounting)
2010-2012 - George Mason University – Costello College of Business
Bachelor's of Science (Accounting)
2007-2010
Patrick Martin Skills
- Auditing
- Microsoft Office
- Financial Modeling
- Microsoft Word
- Financial Reporting
- PowerPoint
- Research
- Microsoft Excel
- US GAAP
- Risk Management
- Accounting
- Internal Controls
- Audit
- Process Improvement
- Financial Accounting
- Customer Service
- Strategic Planning
- Financial Analysis
- Budgets
Patrick Martin Summary
- Patrick Martin, based in Fairfax Station, VA, US, is currently a Wealth Management and Tax Analyst at Quantis Wealth Management. Patrick Martin brings experience from previous roles at Quantis Wealth Management and PwC. Patrick Martin holds a 2019 - 2020 Executive Financial Planner Advanced Certificate @ San Diego State University. With a robust skill set that includes Auditing, Microsoft Office, Financial Modeling, Microsoft Word, Financial Reporting and more. Patrick Martin has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Quantis Wealth Management Employees
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Washington, DC, US
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