If you need more lookups,
subscriptions start at $34 USD/month.
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 @ (July 2022 - October 2022)
Managing Director and Senior Wealth Advisor @ (January 2021 - October 2022)
Director and Senior Wealth Advisor @ (September 2019 - October 2022)
Senior Wealth Advisor @ (June 2018 - October 2022)
Wealth Advisor @ (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.
Looking for a different Patrick Shaw?
Find contact details for 700 million professionals.