Patrick Dill

Patrick Dill Email and Phone Number

CIO | Head of Planning | Aucoin Wealth Management @ Aucoin Wealth Management
Patrick Dill's Location
Conshohocken, Pennsylvania, United States, United States
Patrick Dill's Contact Details

Patrick Dill personal email

n/a

Patrick Dill phone numbers

About Patrick Dill

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.

Patrick Dill's Current Company Details
Aucoin Wealth Management

Aucoin Wealth Management

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CIO | Head of Planning | Aucoin Wealth Management
Patrick Dill Work Experience Details
  • Aucoin Wealth Management
    Cio | Head Of Planning
    Aucoin Wealth Management Apr 2024 - Present
    Securities 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.
  • Haddon Planning Group
    Financial Advisor
    Haddon Planning Group Feb 2023 - Apr 2024
    Bala-Cynwyd, Pennsylvania, United States
  • Hartford Funds
    Internal Advisor Consultant
    Hartford Funds Jan 2019 - Feb 2023
    Wayne, Pa
    Please 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.
  • Hartford Funds
    Advisor Support Consultant
    Hartford Funds Jun 2018 - Jan 2019
  • Duquesne University
    Graduate Assistant
    Duquesne University Aug 2016 - May 2018
    Pittsburgh, Pa
  • Ameriprise Financial Services, Inc.
    Financial Assistant
    Ameriprise Financial Services, Inc. Feb 2017 - Aug 2017
    Monroeville, Pa
  • Power Train Sports And Fitness
    Performance Coach
    Power Train Sports And Fitness May 2016 - Feb 2017
    Mechanicsburg, Pa
  • Members 1St Federal Credit Union
    Corporate Finance Intern
    Members 1St Federal Credit Union May 2015 - Aug 2015
    Mechanicsburg, Pa
  • Sutliff Chevrolet
    Administrative Assistant
    Sutliff Chevrolet Jun 2013 - Aug 2013
    Harrisburg, Pennsylvania

Patrick Dill Skills

Powerpoint Teamwork Leadership Social Networking Microsoft Excel Goal Oriented Customer Service Accounting Finance Microsoft Word English

Patrick Dill Education Details

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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