Patrick has over 20 years of experience in the financial services industry, most recently with Wells Fargo Asset Management in Menomonee Falls, WI working as an Analytics Consultant with the Business Reporting Team. The responsibilities of the position included developing management and sales reporting for the Wells Fargo mutual funds and investment management group, database maintenance, integrity and research, sales analysis, and commission payroll processing.
Prior to working on the Business Reporting Team, Patrick worked as an investment analyst with the Investments group at Wells Fargo Asset Management. Patrick was focused on the Value Equity segment of the investment landscape. Responsibilities included research of the value equity mutual fund space, research of mutual fund holdings and fund management teams, investment performance analysis, and communications with the firm’s sales teams and Board of Directors.
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.