Patrick Mead Location
- San Diego, CA, US
Patrick Mead Work
- 2012 - now Managing Director @ High Bluff Capital Management
- 2012 - now Managing Director @ High Bluff Capital Management
- 2009 - 2012 Managing Partner @ New England Financial-Southland Financial Group
- 1989 - 2009 Advisor-District Mananger-Branch Manger-Chief Marketing Officer @
Patrick Mead Education
- College for Financial Planning
CFP (Financial Planning Process)
1992 - 1994 - Southern Methodist University - Cox School of Business
BBA (Marketing, Finance and Accounting)
1985 - 1989 - Southern Methodist University-Dedman College
BA (History)
1985 - 1989 - FI 360
Accredited Investment Fiduciary (Financial Services Fiduciary)
Patrick Mead Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Planners
- Fixed Annuities
- Public Education
- Retirement Planning
- IRAs
- 401k
- Strategic Planning
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- FINRA
- Risk Management
- Wealth Accumulation
- Has Errors
- Great
- Financial Advice
- Series 7
- Employee Benefits
- Securities
Patrick Mead Summary
- Patrick Mead, based in San Diego, CA, US, is currently a Managing Director at High Bluff Capital Management. Patrick Mead brings experience from previous roles at High Bluff Capital Management, New England Financial-Southland Financial Group and AXA Advisors. Patrick Mead holds a 1992 - 1994 CFP in Financial Planning Process @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Planners, Fixed Annuities and more. Patrick Mead has 2 emails and 2 mobile phone numbers on RocketReach.
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