I entered the Financial services industry in 2019 as a Financial Advisor in Cleveland, Ohio. Furthermore, the majority of my career was spent at Bank of America Merrill Lynch in Buffalo, New York advising clients on their personal investment strategy.
Upon gaining the Certified Financial Planner marks, Facet became the place to be going forward…
As a Senior Manager of Membership here at Facet, I educate future members about how Facet can enrich their lives beyond expectation!
Education: Lake Erie College (MBA)
"If I had six hours to chop down a tree, I'd spend the first four hours sharpening the axe." -Abraham Lincoln
Follow Patrick
Get to know Patrick
Annual summer trip to California with my twin brother, Tim.
My 3 year old English Bulldog named Texas – this is a rare photo of him awake!
Final lacrosse game of my career at Lake Erie College
Vacation in Santa Monica, CA
Where's your favorite place in the world?
Venice Beach, California
What topic could you give an hour-long presentation on with little to no preparation?
How to weight train and eat properly! When my sports career ended after college, continuing a physically active lifestyle was a must. Through constant trial, error, and pure enjoyment, I love to share my experiences!
What's the best meal you've ever had?
A lobster roll from the Yankee Lobster in Boston, MA
What’s the top destination on your must-visit list?
Etihad Stadium in Manchester, England to watch Manchester City vs Manchester United. I’d love to share a bit of banter with the locals!