Client Service Manager
Patrick joined FIP in 2015 as a Registered Assistant servicing our retail clients. Now a Registered Representative with 20 years of experience in the financial services industry, he has worked as an Institutional Trader, Tax Accountant, and in venture capital operations. He graduated from the University of San Diego with a B.A. in Business. He has successfully passed the Series 7 & 63, and is currently pursuing additional education in financial planning.