Patrick Tobin Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Patrick Tobin Location
- Chicago, IL, US
Patrick Tobin Work
- Principal | Wealth Advisor @ (December 2019 - Present)
- National Sales Manager @ (August 2018 - December 2019)
- Associate Director @ (March 2017 - July 2018)
- Associate @ (November 2009 - November 2016)
Patrick Tobin Education
- University of Wisconsin-Madison
B.A. (Economics)
2003-2007
Patrick Tobin Skills
- Bloomberg
- Capital Markets
- Equities
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investments
- Portfolio Management
- Private Equity
- Valuation
- Channel
- Insurance
- Territories
- Sales
- National Honor Society
- Net
- Fortune 500
- Finance
- Articulating
- WINS
- External Relationships
- Synthesizing
- Facilitation
- Examining
- Webinars
- Management
- Dynamic Environments
- Financial Statements
- Insurance Planning
- Calls
- Security
- Brand Management
- CRM
- Metrics
- Investment Management
- Loan Servicing
- Cash Management
- Creating Efficiencies
- Investment Policy
- Public Speaking
- New Leads
- Golf
- Networking
- Foundation
- Volunteering
- Business Services
- Education
- Strategic Prospecting
- Offering
- Radio Access Network
- Strategy
- High Value
- Balance Sheet
- Sold
- New Business Development
- Asset Management
- Consultative Approach
- Policy
- Disability Insurance
- Solution
- Research
- Midtown
- Reporting
- Multinational
- Chicago
- Analysis
- Partnerships
- Producing
- Economics
- Retail
- Hockey
- Debt
- Thought Leadership
- Market Updates
- Debate
- Client Services
- Communication
- Institutions
- Operations
- WebEx
- Credit
- Liquidity
- Pipelines
- ETFs
- Interpreting
- Thinking
- Presentations
- Chartered Financial Analyst
- Internal Audit
- Customer Experience
- Six Sigma
- Regulations
- Sales Consulting
- Structured Finance
- 63 Licenses
- Treasurers
- Business Insights
- Fitness
- Financial Services
- Seamless
- Mutual Funds
- Outlook
- Cash
- Tutoring
- Money Market Funds
- Treasury
- Risk
- Problem Solving
- Territory Growth
- Mandates
- Series 7
- Selling
- Dealers
Patrick Tobin Summary
- Patrick Tobin, based in Chicago, IL, US, is currently a Principal | Wealth Advisor at Cerity Partners. Patrick Tobin brings experience from previous roles at Nicholas Company Inc., SilverPepper and Goldman Sachs. Patrick Tobin holds a 2003 - 2007 B.A. in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income and more. Patrick Tobin has 2 emails and 2 mobile phone numbers on RocketReach.
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