Patrick McKnight Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
5 free lookup(s).
Patrick McKnight Location
- Rockford, IL, US
Patrick McKnight Work
- 2021 - now Partner and Private Wealth Manager @
- 2020 - 2021 Partner and Portfolio Manager @ Heritage Way Advisors, LLC
- 2017 - 2020 Portfolio Manager @ Heritage Way Advisors LLC.
- 2017 - 2017 Portfolio Associate @ Heritage Way Advisors, LLC
- 2016 - 2017 Wealth Advisor Assistant @ Alpine Bank Illinois
- 2014 - 2016 Research Analyst @ Alpine Bank Illinois - Alpine Trust & Investment Group
- 2009 - 2014 Seasonal Teller @ Alpine Bank Illinois
- 2013 - 2013 Research Intern @ Marco Consulting Group
- 2013 - 2013 Student @
- 2013 - 2013 Financial Representative Intern @
- 2013 - 2013 Duffy Intern @
- 2012 - 2013 Resident Assistant @
- 2011 - 2011 Intern @ Rockford Foresters
Patrick McKnight Education
- Beloit College
Bachelor’s Degree (Business Administration)
2010 - 2014
Patrick McKnight Skills
- Microsoft Office
- Entrepreneurship
- Leadership
- Program Management
- Finance
- Financial Accounting
- Reliability
- Consistency
- Microsoft Excel
- Bloomberg Terminal
Patrick McKnight Summary
- Patrick McKnight, based in Rockford, IL, US, is currently a Partner and Private Wealth Manager at Creative Planning. Patrick McKnight brings experience from previous roles at Heritage Way Advisors, LLC, Heritage Way Advisors LLC. and Alpine Bank Illinois. Patrick McKnight holds a 2010 - 2014 Bachelor’s Degree in Business Administration @ Beloit College. With a robust skill set that includes Microsoft Office, Entrepreneurship, Leadership, Program Management, Finance and more. Patrick McKnight has 2 emails and 1 mobile phone numbers on RocketReach.
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