Patrick Wilkie Email & Phone Number
Partner @ ClearPath Business Advisors
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Patrick Wilkie Location
- San Francisco, CA, US
Patrick Wilkie Work
- Partner @ (September 2024 - Present)
- Director of Financial Advisory @ (July 2022 - August 2024)
- Director of Research and Analytics @ (March 2021 - July 2022)
- Senior Analyst and Consultant @ (September 2018 - March 2021)
- Junior Analyst and Consultant @ (May 2018 - September 2018)
- Financial Analyst @ (October 2017 - December 2017)
- Equity Trader @ Self-Employed (April 2014 - September 2017)
Patrick Wilkie Education
- California State Polytechnic University-Pomona
Bachelor of Science (Finance)
2015-2017 - Citrus College 2013-2015
Patrick Wilkie Skills
- Budgeting
- Accounting Standards
- Business Strategy
- Transaction Advisory
- Cash Flow Forecasting
- Critical Thinking
- Communication
- Investment Banking
- Due Diligence
- Management Consulting
- Business Valuation
- Accounting
- Mergers & Acquisitions (M&A)
- Corporate Finance
- Microsoft Excel
- Public Speaking
- Microsoft Office
- Research
- Financial Modeling
- Financial Analysis
- Valuation
- Technical Analysis
- Finance
- Search Engine Optimization (SEO)
- Project Management
- Report Writing
- Writing
- Economics
- Data Analysis
- Forecasting
- Microsoft Word
- Microsoft PowerPoint
- Visual Basic for Applications (VBA)
- Python
- SQL
- Leadership
- Team Management
- Management
- Comparable Analysis
- Debate
- R
Patrick Wilkie Summary
- Patrick Wilkie, based in San Francisco, CA, US, is currently a Partner at ClearPath Business Advisors. Patrick Wilkie brings experience from previous roles at ClearPath Business Advisors. Patrick Wilkie holds a 2015 - 2017 Bachelor of Science in Finance @ California State Polytechnic University-Pomona. With a robust skill set that includes Budgeting, Accounting Standards, Business Strategy, Transaction Advisory, Cash Flow Forecasting and more. Patrick Wilkie has 2 emails and 2 mobile phone numbers on RocketReach.
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