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Patrick Truhlar Location
Orlando, FL, US
Patrick Truhlar Work
2025 -now Chairman and Founder @
2023 -2025 Executive Chairman | Founder @
2021 -2023 Chief Executive Officer | Founder @
2016 -2023 Co-Founder and CFO (also serving as inside CEO) @
2007 -2015 Co-owner | Managing Member | CFO @
2007 -2014 Co-Founder | Managing Member | Lead Investment Banker @ Custom Capital Strategies, LLC
1999 -2006 Managing Director @ Nexus Group
1997 -1999 Senior Associate @
1995 -1997 Broker and Salesperson @ Moeller Realty
1994 -1996 College Business Student | Accounting and Tax @
1991 -1992 Front-line Sales Associate @
Patrick Truhlar Education
University of Florida
Master's Degree (Accounting)
1994-1996
Dr. Phillips High School
Patrick Truhlar Skills
Strategic Planning
Project Management
Wealth Management
Equities
Entrepreneurship
Strategic Financial Planning
Management
Financial Analysis
Retirement Planning
Securities
Real Estate
Hedge Funds
Portfolio Management
Valuation
Leadership
Asset Management
Financial Modeling
Marketing Strategy
Sales
Private Equity
Due Diligence
Marketing
Alternative Investments
Mergers and Acquisitions
Strategy
Accounting
Small Business
Investment Banking
Corporate Finance
Capital Markets
Insurance
Negotiation
Finance
Investments
Patrick Truhlar Summary
Patrick Truhlar, based in Orlando, FL, US, is currently a Chairman and Founder at Custom Capital. Patrick Truhlar brings experience from previous roles at Custom Capital, Insurance Risk Partners and Steady Returns, LLC. Patrick Truhlar holds a 1994 - 1996 Master's Degree in Accounting @ University of Florida. With a robust skill set that includes Strategic Planning, Project Management, Wealth Management, Equities, Entrepreneurship and more. Patrick Truhlar has 5 emails and 2 mobile phone numbers on RocketReach.
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