Patrick Shaw Email & Phone Number
Managing Director @ Fortitude Financial Partners
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Patrick Shaw Location
- Detroit, MI, US
Patrick Shaw Work
- 2024 -now Managing Director @
- 2023 -2024 Senior Vice President - Senior Wealth Manager @
- 2022 -2022 Regional Managing Director and Senior Wealth Advisor @
- 2021 -2022 Managing Director and Senior Wealth Advisor @
- 2019 -2022 Director and Senior Wealth Advisor @
- 2018 -2022 Senior Wealth Advisor @
- 2016 -2022 Wealth Advisor @
- 2013 -2016 VP-Private Client Advisor @ JPMorgan Chase Bank N.A.
- 2009 -2013 VP-Financial Consultant @
- 2007 -2009 Advisor Coach @
- 2006 -2009 Financial Advisor @
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
Tax Managing Director
Chicago, IL, US
Tom Hackett
Client Services Associate
Chicago, IL, US
Mandy Delisa
Client Services Associate
Glendale Heights, IL, US
Patrick Shaw
Managing Director
Detroit, MI, US
Faith Gerhardstein
Tax Manager
Newport, KY, US
Alicia Kelley
Wealth Advisor
Detroit, MI, US
Jarrod Hart
Wealth Advisor and Tax Manager
Cincinnati, OH, US
Thomas Hackett
Client Services Associate
Chicago, IL, US
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