Patrick Rogan Email & Phone Number
Managing Director, Head of Financial Planning | Wealth Advisor @ Heritage Wealth Management Group
Patrick Rogan's Location
Philadelphia, PA, US
Patrick Rogan's Work
- Managing Director, Head of Financial Planning | Wealth Advisor @ Heritage Wealth Management Group
- Vice President | Financial Advisor @ Heritage Wealth Management Group
- Vice President, Wealth Planner @ Fidelity Investments
- Financial Consultant @ Fidelity Investments
- Investment Consultant @ Fidelity Investments
- Senior Financial Advisor @ Capital One
- Financial Advisor @ Vanguard
- High Net Worth Client Relationship Administrator @ Vanguard
- VACP (Vanguard Advice Careers Program) Participant @ Vanguard
- High Net Worth Investment Professional @ Vanguard
Patrick Rogan's Education
- Villanova School of Business
Master of Business Administration - MBA (Finance)
2022 - 2024 - Saint Joseph's University
Bachelor of Science (Business Administration)
2005 - 2009
Patrick Rogan's Skills
- Retirement
- High Net Worth Individuals
- Financial Services
- Business Relationship Management
- Analysis
- Estate Planning
- Financial Markets
- Problem Solving
- Economics
- ETFs
Patrick Rogan's Summary
Patrick Rogan, based in Philadelphia, PA, US, is currently a Managing Director, Head of Financial Planning | Wealth Advisor at Heritage Wealth Management Group, bringing experience from previous roles at Heritage Wealth Management Group and Fidelity Investments. Patrick Rogan holds a 2022 - 2024 Master of Business Administration - MBA in Finance @ Villanova School of Business. With a robust skill set that includes Retirement, High Net Worth Individuals, Financial Services, Business Relationship Management, Analysis and more, Patrick Rogan contributes valuable insights to the industry. Patrick Rogan has 3 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Patrick Rogan you were looking for?
Find contact details for 700 million professionals.
Others Named Patrick Rogan
-
14
-
11
-
21
-
ViewPatrick Rogan
Chief Executive at East Berkshire Primary Care Out of Hours Services
Reading, Reading, United Kingdom2 -
55+
-
55+
-
11
-
24
-
25+
Top Heritage Wealth Management Group Employees
-
22
-
ViewPeter Bryan
President | Chief Compliance Officer at Heritage Wealth Management Group
Amherst, Virginia, United States5+5 -
35
-
ViewTrisha Baccellieri
Financial Planning Associate at Heritage Wealth Management Group
Virginia Beach, VA, US11 -
11
-
ViewChris Dorsey
Financial Advisor at Heritage Wealth Management Group
Chesapeake, Virginia, United States1 -
11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
