Patrick Rogan Email & Phone Number
Adjunct Professor @ College for Financial Planning
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Patrick Rogan Location
- Columbia, SC, US
Patrick Rogan Work
- 2024 -now Co-Founder | Head of Financial Planning | Wealth Advisor @
- 2026 -now Adjunct Professor @
- 2025 -now Board of Directors @
- 2024 -2025 Board of Directors @
- 2022 -2024 Managing Director, Head of Financial Planning | Wealth Advisory @
- 2022 -2022 Vice President, Wealth Planner @
- 2018 -2022 Financial Consultant @
- 2017 -2018 Investment Consultant @
- 2015 -2017 Senior Financial Advisor @
- 2014 -2015 Financial Advisor @
- 2012 -2014 High Net Worth Client Relationship Administrator @
- 2013 -2014 VACP (Vanguard Advice Careers Program) Participant @
- 2011 -2012 High Net Worth Investment Professional @
- 2010 -2011 Client Relationship Associate @
Patrick Rogan Education
- Villanova School of Business
Master of Business Administration - MBA (Finance)
2022-2025 - Saint Joseph's University
Bachelor of Science (Business Administration)
2005-2009
Patrick Rogan Skills
- Small Business Financial Management
- Personal Financial Planning
- Consultative Sales Management
- High Net Worth Individuals
- Wealth Management
- Relationship Management
- Mutual Funds
- Consultative Selling
- Retirement
- Asset Allocation
- Retirement Planning
- Investments
- Finance
- Series 6
- Financial Analysis
- Financial Services
- Bloomberg
- Problem Solving
- Contact Management
- Investment Strategies
- Retirement Plan Consulting
- Financial Markets
- Economics
- Money Management
- Manage Client Relationships
- Portfolio Management
- Marketing
- Sales
- CRM
- Insurance
- Series 63
- Analysis
- ETFs
- 401k
- IRAs
- Estate Planning
- Income Tax
- Series 7
- Financial Planning
- Business Relationship Management
- Trading
- Customer Relationship Management (CRM)
- Financial Advisory
- Leadership
- Project Management
- Management
- Customer Relationship Management Crm
- Public Speaking
- Microsoft Office
- Customer Service
- Capital
- Customer Relationship Management
Patrick Rogan Summary
- Patrick Rogan, based in Columbia, SC, US, is currently a Adjunct Professor at College for Financial Planning. Patrick Rogan brings experience from previous roles at Black Arrow Capital, LLC, FPA of South Carolina, FPA Philadelphia and Heritage Wealth Management Group. Patrick Rogan holds a 2022 - 2025 Master of Business Administration - MBA in Finance @ Villanova School of Business. With a robust skill set that includes Small Business Financial Management, Personal Financial Planning, Consultative Sales Management, High Net Worth Individuals, Wealth Management and more. Patrick Rogan has 2 emails and 1 mobile phone numbers on RocketReach.
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