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.

Patrick Rogan Emails

Found 2 emails

Patrick Rogan Phone Numbers

Found 2 phone numbers

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Pat Rogan

President and Sole Director

Milwaukee, WI, US

gmail.com

+1 570-906-XXXX
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Top College for Financial Planning Employees

Bethany Alden-Rivers

Director, Academic Assessment

St. Louis, MO, US

+1 385-539-XXXX
+1 573-422-XXXX

Jim Sumpter

Chief Executive Officer

Birmingham, AL, US

rfgadvisory.com
cmcfp.com

+1 205-909-XXXX
+1 205-368-XXXX
+1 205-326-XXXX

Gary Clement

Department Chair

Lilburn, GA, US

cau.edu
kennesaw.edu
cau.ac.kr

+1 770-846-XXXX
+1 404-916-XXXX

Aman Sunder

Dean

Atlanta, GA, US

gmail.com
uga.edu
hlcommission.org
, ...

+1 706-362-XXXX
+91 91989978XXXX
+1 785-317-XXXX

Amy Rell

Provost and Vice President of Academic Affairs

Denver, CO, US

yahoo.com
aol.com

+1 310-343-XXXX
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Glenn Toussaint

Wealth Management Advisor and Producer

Bridgewater, New Jersey, United States

aol.com

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