Patrick has over 25 years of experience in the financial services industry. Prior to joining DBHW Wealth Partners, he held two positions with Wells Fargo. One of those roles was as an investment analyst with the Investments group at Wells Fargo Asset Management in Menomonee Falls, Wisconsin, where he focused on the Value Equity segment of the investment landscape. His responsibilities included researching the value equity mutual fund space, mutual fund holdings and fund management teams, analyzing investment performance, and communicating with the firm’s sales teams and Board of Directors.
An additional position with Wells Fargo was working as an Analytics Consultant with the Business Reporting Team. Responsibilities included developing management and sales reporting for the Wells Fargo mutual funds and investment management groups, database maintenance and research, sales analysis, and commission payroll processing.
Other financial experience includes equity research and analysis, trading, startup company financial management, and customized client investment management with a financial planning team. Patrick is a Chartered Financial Analyst and a member of the CFA Institute. Patrick recently passed the Series 7 - General Securities Representative Examination and the Series 66 - Uniform Combined State Law Exam. He attended the University of Wisconsin-Madison and holds a B.S. and M.S. in Economics, and an M.S. in Finance. Patrick also participated in the Applied Security Analysis Program, a student-led investment program while at the University of Wisconsin.