Patrick McKnight Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Patrick McKnight Location
- Rockford, IL, US
Patrick McKnight Work
- Partner and Private Wealth Manager @ (December 2021 - Present)
- Partner and Portfolio Manager @ Heritage Way Advisors, LLC (January 2020 - December 2021)
- Portfolio Manager @ Heritage Way Advisors LLC. (December 2017 - January 2020)
- Portfolio Associate @ Heritage Way Advisors, LLC (September 2017 - December 2017)
- Wealth Advisor Assistant @ Alpine Bank Illinois (June 2016 - September 2017)
- Research Analyst @ Alpine Bank Illinois (March 2014 - June 2016)
- Seasonal Teller @ Alpine Bank Illinois (June 2009 - January 2014)
- Research Intern @ Marco Consulting Group (September 2013 - December 2013)
- Student @ (September 2013 - December 2013)
- Financial Representative Intern @ (May 2013 - September 2013)
- Duffy Intern @ (January 2013 - May 2013)
- Resident Assistant @ (August 2012 - May 2013)
- Intern @ Rockford Foresters (June 2011 - August 2011)
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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