Co-Founder and CFO (also serving as inside CEO) @ (October 2016 - December 2023)
Co-owner | Managing Member | CFO @ (January 2007 - December 2015)
Co-Founder | Managing Member | Lead Investment Banker @ Custom Capital Strategies, LLC (January 2007 - January 2014)
Managing Director @ Nexus Group (September 1999 - December 2006)
Senior Associate @ (September 1997 - September 1999)
Broker and Salesperson @ Moeller Realty (January 1995 - September 1997)
College Business Student | Accounting and Tax @ (January 1994 - July 1996)
Front-line Sales Associate @ (June 1991 - February 1992)
Patrick Truhlar Education
University of Florida
Master's Degree (Accounting)
1994-1996
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 4 emails and 2 mobile phone numbers on RocketReach.
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