Patrick Whalen Email & Phone Number
Fee Only Financial Planner (Principal) @ Whalen Financial Planning
Patrick Whalen's Location
Los Angeles, CA, US
Patrick Whalen's Work
- Fee Only Financial Planner (Principal) @ Whalen Financial Planning
- Trust Implementation Manager @ Fidelity Investments
- Trust Administrator @ Fidelity Investments
- Relationship Manager @ Fidelity Investments
- Financial Advisor @ Merrill Lynch
- Financial Planning Consultant @ Consulting
- Senior Business Analyst @ Oracle
- Senior Financial Analyst @ Hewlett Packard Enterprise
Patrick Whalen's Education
- University of Southern California - Marshall School of Business
Bachelor of Science (B.S.) (Business Administration with Finance Emphasis)
1997 - 1999 - CFA Institute
Passed Level I of the CFA Program
2015 - 2015 - Cannon Financial Institute
Honors Graduate of Cannon Personal Trust Curriculum
2012 - 2014
Patrick Whalen's Skills
- Financial Analysis
- Investments
- Portfolio Management
- Fixed Income
- Strategic Financial Planning
- Financial Modeling
- Finance
- Private Equity
- Forecasting
- Trust Administration
Patrick Whalen's Summary
Patrick Whalen, based in Los Angeles, CA, US, is currently a Fee Only Financial Planner (Principal) at Whalen Financial Planning, bringing experience from previous roles at Fidelity Investments and Merrill Lynch. Patrick Whalen holds a 1997 - 1999 Bachelor of Science (B.S.) in Business Administration with Finance Emphasis @ University of Southern California - Marshall School of Business. With a robust skill set that includes Financial Analysis, Investments, Portfolio Management, Fixed Income, Strategic Financial Planning and more, Patrick Whalen contributes valuable insights to the industry. Patrick Whalen has 3 emails and 1 mobile phone number on RocketReach.
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