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Patrick G. Email & Phone Number
Financial Advisor
at
Compass Capital Management LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
United States
Company size
Who is Patrick G.? Overview
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Quick answer
Patrick G. is listed as Financial Advisor at Compass Capital Management LLC, a with 19 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Patrick G..
Patrick G. previously worked as Wealth Management Intern at Wells Fargo Advisors. Patrick G. holds Bachelor Of Business Administration - Bba, Finance, General, 3.93 - Graduated Summa Cum Laude from Loyola University New Orleans.
Company email context
Email format at Compass Capital Management LLC
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Compass Capital Management LLC
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Profile bio
About Patrick G.
Patrick G. is a Financial Advisor at Compass Capital Management LLC.
Current workplace
Patrick G.'s current company
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Compass Capital Management Llc
2 roles
Patrick G. work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
• Assisted in preparing client materials such as investment proposals, portfolio reviews, and personalized financial plans tailored to individuals’ goals and risk profiles• Researched companies and industries to prepare client reviews and investment recommendations• Executed buy and sell orders for securities to rebalance client portfolios according to established asset allocation targets
May 2023 - Mar 2024
Team & coworkers
Colleagues at Compass Capital Management LLC
Other employees you can reach at compasscapitalweb.com. View company contacts for 19 employees →
JR
James Rosenbloom, Cfp®
Colleague at Compass Capital Management LlcGreater New Orleans Region, United States
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JK
Joel Kipperman
Colleague at Compass Capital Management LlcBrookfield, Connecticut, United States
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JC
Joe Cantrell
Colleague at Compass Capital Management LlcMetairie, Louisiana, United States
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DW
Dorothy Waltz
Colleague at Compass Capital Management LlcSt Paul, Minnesota, United States
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KE
Keith Eliason
Colleague at Compass Capital Management LlcBismarck, North Dakota, United States
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PG
Pat Golden, Clu
Colleague at Compass Capital Management LlcMetairie, Louisiana, United States
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PC
Patrick Chambless
Colleague at Compass Capital Management LlcHammond, Louisiana, United States
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GH
Gayle Heindel
Colleague at Compass Capital Management LlcFrances Place, Louisiana, United States
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PG
Pat Golden
Colleague at Compass Capital Management LlcKenner, Louisiana, United States
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JK
Joel Kipperman
Colleague at Compass Capital Management LlcSherman, Connecticut, United States
View →
James Rosenbloom, Cfp®
Colleague at Compass Capital Management LlcGreater New Orleans Region, United States
View →
JK
Joel Kipperman
Colleague at Compass Capital Management LlcBrookfield, Connecticut, United States
View →
JC
Joe Cantrell
Colleague at Compass Capital Management LlcMetairie, Louisiana, United States
View →
DW
Dorothy Waltz
Colleague at Compass Capital Management LlcSt Paul, Minnesota, United States
View →
KE
Keith Eliason
Colleague at Compass Capital Management LlcBismarck, North Dakota, United States
View →
PG
Pat Golden, Clu
Colleague at Compass Capital Management LlcMetairie, Louisiana, United States
View →
PC
Patrick Chambless
Colleague at Compass Capital Management LlcHammond, Louisiana, United States
View →
GH
Gayle Heindel
Colleague at Compass Capital Management LlcFrances Place, Louisiana, United States
View →
PG
Pat Golden
Colleague at Compass Capital Management LlcKenner, Louisiana, United States
View →
JK
Joel Kipperman
Colleague at Compass Capital Management LlcSherman, Connecticut, United States
View →
2 education records
Patrick G. education
Bachelor Of Business Administration - Bba, Finance, General, 3.93 - Graduated Summa Cum Laude
Education record
FAQ
Frequently asked questions about Patrick G.
Quick answers generated from the profile data available on this page.
What company does Patrick G. work for?
Patrick G. works for Compass Capital Management LLC.
What is Patrick G.'s role at Compass Capital Management LLC?
Patrick G. is listed as Financial Advisor at Compass Capital Management LLC.
Where is Patrick G. based?
Patrick G. is based in United States while working with Compass Capital Management LLC.
What companies has Patrick G. worked for?
Patrick G. has worked for Compass Capital Management Llc and Wells Fargo Advisors.
Who are Patrick G.'s colleagues at Compass Capital Management LLC?
Patrick G.'s colleagues at Compass Capital Management LLC include James Rosenbloom, Cfp®, Joel Kipperman, Joe Cantrell, Dorothy Waltz, and Keith Eliason.
How can I contact Patrick G.?
You can use AeroLeads to view verified contact signals for Patrick G. at Compass Capital Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick G. attend?
Patrick G. holds Bachelor Of Business Administration - Bba, Finance, General, 3.93 - Graduated Summa Cum Laude from Loyola University New Orleans.
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