Pat Collins

Pat Collins Email and Phone Number

Wealth Advisor Associate at Mission Wealth @ Mission Wealth
santa barbara, california, united states
Pat Collins's Location
Greater Boston, United States
Pat Collins's Contact Details

Pat Collins work email

Pat Collins personal email

n/a
About Pat Collins

My name is Patrick Collins, and I’m currently a wealth advisor associate at Mission Wealth's Boston Office. I work closely with a team of expert wealth advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. In the near future, I will look to obtain my AWMA and AAMS licenses.

Pat Collins's Current Company Details
Mission Wealth

Mission Wealth

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Wealth Advisor Associate at Mission Wealth
santa barbara, california, united states
Employees:
53
Pat Collins Work Experience Details
  • Mission Wealth
    Wealth Advisor Associate
    Mission Wealth Sep 2024 - Present
    Boston, Massachusetts, United States
  • Saturday Night Lights
    Youth Sports Coach
    Saturday Night Lights Oct 2023 - May 2024
  • World Energy, Llc
    Financial Planning And Analysis Intern
    World Energy, Llc Jun 2022 - Aug 2023
    Boston, Massachusetts, United States
    • Collaborated on key performance indicators as part of the monthly management package and delivered to executives• Forecasted cash flow associated with CAPEX projects on timing, materiality, and vendors. Provided team with updated capital expenditure schedule• Analyzed profitability of offtake arrangements, which helped steer business decisions on future projects • Completed market analysis on renewable jet fuel supply analyzing the future market and expected financials of competitors, guiding future business decisions, and providing executives with details on competitor environment • Presented to company executives in regard to the renewable jet fuel supply curve • Managed economic package delivered daily to business leaders, collaborated with individuals across business to establish accurate economic financial forecasts that drive summary
  • Bj'S Wholesale Club
    Cashier
    Bj'S Wholesale Club Jun 2020 - Aug 2021
    Stoneham, Massachusetts, United States
    • Effectively communicated with 50+ customers per shift• Handled cash and credit transactions accurately, managing more than $8,000 per shift• Organized stock and merchandise to maximize sales and reload stock

Pat Collins Education Details

Frequently Asked Questions about Pat Collins

What company does Pat Collins work for?

Pat Collins works for Mission Wealth

What is Pat Collins's role at the current company?

Pat Collins's current role is Wealth Advisor Associate at Mission Wealth.

What is Pat Collins's email address?

Pat Collins's email address is pc****@****rgy.net

What schools did Pat Collins attend?

Pat Collins attended Bentley University.

Who are Pat Collins's colleagues?

Pat Collins's colleagues are Mary Voll Miller, Cfp®,cdfa®, Jeff Avila, Cfp®, Braydan Meyers, Aams®awma®, Jenna Rogers, Ms, Cfp, Tina Kunze, G. Andrew Conway, Jeremy Ragar, Cfa, Cfp®.

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