Investment Adviser @ Atlantic Coast Advisory Group of Charleston (August 2014 - October 2017)
Financial Representative @ Carolina Capital Management (June 2009 - August 2014)
Patrick Sherman Education
University of Kentucky
Bachelor of Arts (Economics)
2005-2008
University of Kentucky
Bachelor of Economics
Patrick Sherman Skills
Financial Analysis
Financial Planning
Investment Management
Wealth Management Services
Patrick Sherman Summary
Patrick Sherman, based in Charleston, SC, US, is currently a President at Sherman Financial & Wealth Management LLC. Patrick Sherman brings experience from previous roles at Atlantic Coast Advisory Group of Charleston and Carolina Capital Management. Patrick Sherman holds a 2005 - 2008 Bachelor of Arts in Economics @ University of Kentucky. With a robust skill set that includes Financial Analysis, Financial Planning, Investment Management, Wealth Management Services and more.
Looking for a different Patrick Sherman?
Find contact details for 700 million professionals.