Patrick Dill Email and Phone Number
Patrick Dill work email
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Patrick Dill personal email
Patrick Dill phone numbers
I am the CIO and Head of Planning at Aucoin Wealth Management, an independent firm.Here at Aucoin Wealth Management we help individuals and business owners create a process to save, plan, and invest in order to achieve their long-term financial goals. We also help business owners develop and implement company retirement plans that help them shelter as much in taxes as possible while offering retirement plans to their employees. We are committed to delivering high-quality service and education to our clients, and pride ourselves on paying attention to the little things that make a big difference. My mission is to help our clients secure their financial future and live their best lives.
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Cio | Head Of PlanningAucoin Wealth Management Apr 2024 - PresentSecurities offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org. Aucoin Wealth Management, 9026 Jefferson Hwy, Suite 401 Baton Rouge, LA 70809. 225-465-0500. The representative associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. -
Financial AdvisorHaddon Planning Group Feb 2023 - Apr 2024Bala-Cynwyd, Pennsylvania, United States -
Internal Advisor ConsultantHartford Funds Jan 2019 - Feb 2023Wayne, PaPlease note that current regulatory policy does not allow me to receive endorsements of skills & expertise. All investments are subject to risk, including possible loss of principal. Patrick Dill is a registered representative of Hartford Funds Distributors, LLC. 690 Lee Road Wayne, PA 19087. -
Advisor Support ConsultantHartford Funds Jun 2018 - Jan 2019 -
Graduate AssistantDuquesne University Aug 2016 - May 2018Pittsburgh, Pa -
Financial AssistantAmeriprise Financial Services, Inc. Feb 2017 - Aug 2017Monroeville, Pa -
Performance CoachPower Train Sports And Fitness May 2016 - Feb 2017Mechanicsburg, Pa -
Corporate Finance InternMembers 1St Federal Credit Union May 2015 - Aug 2015Mechanicsburg, Pa -
Administrative AssistantSutliff Chevrolet Jun 2013 - Aug 2013Harrisburg, Pennsylvania
Patrick Dill Skills
Patrick Dill Education Details
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Professional Mba -
Graduate
Frequently Asked Questions about Patrick Dill
What company does Patrick Dill work for?
Patrick Dill works for Aucoin Wealth Management
What is Patrick Dill's role at the current company?
Patrick Dill's current role is CIO | Head of Planning | Aucoin Wealth Management.
What is Patrick Dill's email address?
Patrick Dill's email address is pm****@****ast.net
What is Patrick Dill's direct phone number?
Patrick Dill's direct phone number is +171731*****
What schools did Patrick Dill attend?
Patrick Dill attended Duquesne University Palumbo Donahue School Of Business, Duquesne University.
What are some of Patrick Dill's interests?
Patrick Dill has interest in Children, Investment Banking, Economic Empowerment, Science And Technology, Sports, Financial Planning.
What skills is Patrick Dill known for?
Patrick Dill has skills like Powerpoint, Teamwork, Leadership, Social Networking, Microsoft Excel, Goal Oriented, Customer Service, Accounting, Finance, Microsoft Word, English.
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