Patrick Truhlar Email & Phone Number
Chairman and Founder @ Custom Capital
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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 7 emails and 2 mobile phone numbers on RocketReach.
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Top Custom Capital Employees
Michael Berg
Director of Technology
Winter Park, FL, US
Ronald Vantine
Director of Transitions
Red Wing, MN, US
Casey Klauser
Investment Associate
Boise, ID, US
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