Patrick Shaw Email & Phone Number
Managing Director @ Fortitude Financial Partners
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Patrick Shaw Location
- Detroit, MI, US
Patrick Shaw Work
- Managing Director @ (March 2024 - Present)
- Senior Vice President - Senior Wealth Manager @ (January 2023 - March 2024)
- Regional Managing Director and Senior Wealth Advisor @ Mariner Wealth Advisors (July 2022 - October 2022)
- Managing Director and Senior Wealth Advisor @ Mariner Wealth Advisors (January 2021 - October 2022)
- Director and Senior Wealth Advisor @ Mariner Wealth Advisors (September 2019 - October 2022)
- Senior Wealth Advisor @ Mariner Wealth Advisors (June 2018 - October 2022)
- Wealth Advisor @ Mariner Wealth Advisors (September 2016 - October 2022)
- VP-Private Client Advisor @ JPMorgan Chase Bank N.A. (April 2013 - September 2016)
- VP-Financial Consultant @ (October 2009 - April 2013)
- Advisor Coach @ (March 2007 - October 2009)
- Financial Advisor @ (August 2006 - October 2009)
Patrick Shaw Education
- North Central College
Bachelors (Physical Education)
2000-2005 - Illinois Valley Central High School
General Studies
1996-2000 - College for Financial Planning
CRPC (Financial Planning and Services)
- College for Financial Planning
CFP ® (Financial Planning and Services)
Patrick Shaw Skills
- Management
- Business Development
- Estate Planning
- Leadership
- Tax
- Team Leadership
- Certified Financial Planner
- Wealth Management Services
Patrick Shaw Summary
- Patrick Shaw, based in Detroit, MI, US, is currently a Managing Director at Fortitude Financial Partners. Patrick Shaw brings experience from previous roles at Lido Advisors, LLC and Mariner Wealth Advisors. Patrick Shaw holds a 2000 - 2005 Bachelors in Physical Education @ North Central College. With a robust skill set that includes Management, Business Development, Estate Planning, Leadership, Tax and more. Patrick Shaw has 3 emails on RocketReach.
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Top Fortitude Financial Partners Employees
Reid Schlotterbeck
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Chicago, IL, US
Tom Hackett
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Chicago, IL, US
Mandy Delisa
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Glendale Heights, IL, US
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