AeroLeads people directory · profile
Patrick Lundy, Cfp® Email & Phone Number
Sr. Vice President, Branch Manager
at
Oak Ridge Financial
1 work email found
@oakridgefinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Vice President, Branch Manager
Location
St Paul, Minnesota, United States
Who is Patrick Lundy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Lundy, Cfp® is listed as Sr. Vice President, Branch Manager at Oak Ridge Financial, based in St Paul, Minnesota, United States. AeroLeads shows a work email signal at oakridgefinancial.com and a matched LinkedIn profile for Patrick Lundy, Cfp®.
Patrick Lundy, Cfp® previously worked as Vice President, Financial Advisor at U.S. Bancorp Investments, Inc. and Vice President at Associated Investment Services, Inc.. Patrick Lundy, Cfp® holds Economics from Portland State University.
Company email context
Email format at Oak Ridge Financial
This section adds company-level context without repeating Patrick Lundy, Cfp®'s masked contact details.
*@oakridgefinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Lundy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Lundy, Cfp®
Patrick Lundy, Cfp® is a Sr. Vice President, Branch Manager at Oak Ridge Financial. He possess expertise in wealth management, securities. Colleagues describe him as "Patrick provides excellent customer service and superior products to all his customers!"
Listed skills include Wealth Management and Securities.
Current workplace
Patrick Lundy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 32 years
Patrick Lundy, Cfp® work experience
A career timeline built from the work history available for this profile.
Sr. Vice President, Branch Manager
CurrentSenior Vice President and Branch Manager
Apr 2016 - Present
Vice President, Financial Advisor
Aug 2012 - Apr 2016
Vice President
Associated Investment Services, Inc.
Oct 1999 - Aug 2012
Regional Marketing Director
1998 - 1999
~1 yr
Investment Sales Manager
1995 - 1998
~3 yrs
1 education record
Patrick Lundy, Cfp® education
FAQ
Frequently asked questions about Patrick Lundy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Lundy, Cfp® work for?
Patrick Lundy, Cfp® works for Oak Ridge Financial.
What is Patrick Lundy, Cfp®'s role at Oak Ridge Financial?
Patrick Lundy, Cfp® is listed as Sr. Vice President, Branch Manager at Oak Ridge Financial.
What is Patrick Lundy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @oakridgefinancial.com for Patrick Lundy, Cfp® at Oak Ridge Financial.
Where is Patrick Lundy, Cfp® based?
Patrick Lundy, Cfp® is based in St Paul, Minnesota, United States while working with Oak Ridge Financial.
What companies has Patrick Lundy, Cfp® worked for?
Patrick Lundy, Cfp® has worked for Oak Ridge Financial, U.S. Bancorp Investments, Inc., Associated Investment Services, Inc., Federated Investors, and Usbancorp Investment Inc.
How can I contact Patrick Lundy, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Lundy, Cfp® at Oak Ridge Financial, including work email, phone, and LinkedIn data when available.
What schools did Patrick Lundy, Cfp® attend?
Patrick Lundy, Cfp® holds Economics from Portland State University.
What skills is Patrick Lundy, Cfp® known for?
Patrick Lundy, Cfp® is listed with skills including Wealth Management and Securities.
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