Patrick O'Hare Email
Vice President, Financial Planning Strategist @ CIBC Private Wealth Management US
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Patrick O'Hare Location
- New York, NY, US
Patrick O'Hare Work
- Vice President, Financial Planning Strategist @ (July 2026 - Present)
- Associate Relationship Manager @ (August 2022 - July 2026)
- Client Service Associate @ (July 2021 - August 2022)
- Marketing Intern @ (January 2021 - May 2021)
Patrick O'Hare Education
- College for Financial Planning
Financial Planning
2023-2024 - Siena University
Bachelor of Science - BS (Marketing Research and Analytics, Applied Leadership)
2019-2021 - County College of Morris
Associate in Science (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2018-2019 - New Jersey Institute of Technology 2016-2018
- Seton Hall Preparatory School 2012-2016
Patrick O'Hare Skills
- Analytical Skills
- Analytics
- Client Relations
- Communication
- Finance
- Financial Planning
- Interpersonal Skills
- Investment Management
- Investments
- Leadership
- Management
- Marketing
- Marketing Strategy
- Oral Communication
- Problem Solving
- Relationship Development
- Research
- Sales
- Strategic Planning
- Team Building
- Wealth Management Services
Patrick O'Hare Summary
- Patrick O'Hare, based in New York, NY, US, is currently a Vice President, Financial Planning Strategist at CIBC Private Wealth US. Patrick O'Hare brings experience from previous roles at Beacon Trust and Charter Oak Financial. Patrick O'Hare holds a 2023 - 2024 Financial Planning @ College for Financial Planning. With a robust skill set that includes Analytical Skills, Analytics, Client Relations, Communication, Finance and more. Patrick O'Hare has 2 emails on RocketReach.
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