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Patrick Sweeny Location
West Hartford, CT, US
Patrick Sweeny Work
2023 -now Chairman and Chief Executive Officer @
2015 -now Co-Founder @
1994 -2025 Co-Founder @
Patrick Sweeny Education
Fairfield University
BA (Economics)
1979-1983
Chaminade High School 1976-1979
Patrick Sweeny Skills
Investments
Marketing
Training
Wealth Management
Investment Advisory
Asset Management
Retirement Planning
Mutual Funds
Financial Advisory
Asset Allocation
Portfolio Management
Securities
Investment Strategies
Financial Planning
Financial Services
Finance
Business Development
Program Management
Strategy
Entrepreneurship
Microsoft Excel
Leadership
Patrick Sweeny Summary
Patrick Sweeny, based in West Hartford, CT, US, is currently a Co-Founder at Apella Wealth. Patrick Sweeny brings experience from previous roles at Apella Wealth and Symmetry Partners. Patrick Sweeny holds a 1979 - 1983 BA in Economics @ Fairfield University. With a robust skill set that includes Investments, Marketing, Training, Wealth Management, Investment Advisory and more. Patrick Sweeny has 2 emails and 3 mobile phone numbers on RocketReach.
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