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@sequoiafinancialplanning.com
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Patrick Lyman, Cfp®, Clu® is listed as LPL Financial Planner at Sequoia Financial Planning at Sequoia Financial Planning, based in Mundelein, Illinois, United States. AeroLeads shows a work email signal at sequoiafinancialplanning.com and a matched LinkedIn profile for Patrick Lyman, Cfp®, Clu®.
Patrick Lyman, Cfp®, Clu® previously worked as LPL Registered Administrative Associate at Sequoia Financial Planning and Finance Development Program: Internal Audit at Walgreens. Patrick Lyman, Cfp®, Clu® holds Certified Financial Planner, Financial Planning from Northwestern University: School Of Professional Studies.
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AeroLeads found 1 current-domain work email signal for Patrick Lyman, Cfp®, Clu®. Compare company email patterns before reaching out.
I am currently a LPL Financial Planner at Sequoia Financial Planning. As a Financial Planner, I help clients on a variety of planning topics including investment, insurance, and retirement planning. Additionally, in this role, I lead the marketing and growth based projects. Primarily, my goal is to inform as many people as possible of the ways we can help them to pursue their unique financial goals.Before joining this team, I worked at Walgreens as a Financial Analyst in their Real Estate Finance, Supply Chain Finance, and Internal Audit divisions. Through these roles, I gained experience in corporate finance fundamentals, financial modeling, and project management.In May of 2019, I graduated with Highest Honors from the University of Illinois at Urbana-Champaign. I received my Bachelor's Degree in Finance. With this, I also earned the Bronze Tablet designation meaning I graduated in the top 3% of my graduating class. Additionally, I graduated with a James Scholar designation.Beyond work and academics, I enjoy giving back and being a leader within my community. At the University of Illinois, I was the President and Vice President of Recruitment for my fraternity, Sigma Phi Epsilon, for two separate semesters. Additionally, I spent time working as an ambassador for the Gies College of Business and as a volunteer coach for the Champaign Park District Youth Basketball League.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 6 others.
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Barrington, IL, US
Help clients on a variety of planning topics including investment, insurance, and retirement planning.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth.
Barrington, IL, US
Lead marketing and growth based projects in order to inform as many people as possible of the ways our team can help them to pursue their unique financial goals.
Deerfield, IL, US
-Reviewed pharmacy processes to assure compliance with proper business practices and laws-Invoiced retail and pharmacy inventory to assure proper alignment between systems
Deerfield, IL, US
-Reported inventory, sales, and receipts values for 169 categories in order to improve inventory management-Automated 3 weekly reports in order to more effectively provide 100+ partners with critical information-Established validation procedures throughout 6+ weekly and monthly reports to ensure accuracy
Deerfield, IL, US
-Prepared analyses of leases’ opening, closing, and restructuring opportunities in order to optimize cash flow-Recreated New Store Report in order to better display first year store performances to Real Estate Committee-Enhanced current leasing models to assure correct lease capitalization was captured for each deal
Richmond, VA, US
-Oversaw daily activities for award-winning fraternity with 165+ active members-Innovated relations by creating three pivotal alumni, undergraduate, and stakeholder events-Expanded fraternity’s success by leading organization to national distinguished chapter award
US
-Collaborated to create clients’ financial reports with a team of four Certified Financial Planners-Connected and oversaw two online financial interfaces for over 200 clients-Transitioned ten years of accounting and meeting documents to an electronic database
Richmond, VA, US
-Organized and managed a team of ten upperclassmen to effectively recruit 35 new members-Managed and properly allocated a budget of $11,000 to recruitment events and scholarship
Quick answers generated from the profile data available on this page.
Patrick Lyman, Cfp®, Clu® works for Sequoia Financial Planning.
Patrick Lyman, Cfp®, Clu® is listed as LPL Financial Planner at Sequoia Financial Planning at Sequoia Financial Planning.
AeroLeads has found 1 work email signal at @sequoiafinancialplanning.com for Patrick Lyman, Cfp®, Clu® at Sequoia Financial Planning.
Patrick Lyman, Cfp®, Clu® is based in Mundelein, Illinois, United States while working with Sequoia Financial Planning.
Patrick Lyman, Cfp®, Clu® has worked for Sequoia Financial Planning, Walgreens, Sigma Phi Epsilon (Official), and Jmc Wealth Management.
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Patrick Lyman, Cfp®, Clu® holds Certified Financial Planner, Financial Planning from Northwestern University: School Of Professional Studies.
Patrick Lyman, Cfp®, Clu® is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Microsoft Excel, Public Speaking, and Time Management.
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