Patrick Lyman, Cfp®, Clu® Email & Phone Number

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 Management and Sequoia Financial Planning are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

Deerfield, Il, Us

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

Certified Financial Planner, Financial Planning

Finance

Education record