Patrick Lyman, Cfp®, Clu®

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

LPL Financial Planner at Sequoia Financial Planning @ Sequoia Financial Planning
Patrick Lyman, Cfp®, Clu®'s Location
Mundelein, Illinois, United States, United States
Patrick Lyman, Cfp®, Clu®'s Contact Details

Patrick Lyman, Cfp®, Clu® work email

Patrick Lyman, Cfp®, Clu® personal email

n/a
About Patrick Lyman, Cfp®, Clu®

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.

Patrick Lyman, Cfp®, Clu®'s Current Company Details
Sequoia Financial Planning

Sequoia Financial Planning

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LPL Financial Planner at Sequoia Financial Planning
Patrick Lyman, Cfp®, Clu® Work Experience Details
  • Sequoia Financial Planning
    Lpl Financial Planner At Sequoia Financial Planning
    Sequoia Financial Planning Feb 2021 - Present
    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.
  • Sequoia Financial Planning
    Lpl Registered Administrative Associate
    Sequoia Financial Planning Aug 2020 - Feb 2021
    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.
  • Walgreens
    Finance Development Program: Internal Audit
    Walgreens Jul 2020 - Aug 2020
    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
  • Walgreens
    Financial Development Program: Supply Chain Finance
    Walgreens Jan 2020 - Jul 2020
    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
  • Walgreens
    Financial Development Program: Real Estate Finance
    Walgreens Jun 2019 - Dec 2019
    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
  • Walgreens
    Intern Senior
    Walgreens Jun 2018 - Aug 2018
    Deerfield, Il, Us
  • Sigma Phi Epsilon (Official)
    President
    Sigma Phi Epsilon (Official) May 2017 - Dec 2017
    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
  • Jmc Wealth Management
    Financial Planning Intern
    Jmc Wealth Management May 2017 - Aug 2017
    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
  • Sigma Phi Epsilon (Official)
    Vice President Of Recruitment
    Sigma Phi Epsilon (Official) May 2016 - Dec 2016
    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

Patrick Lyman, Cfp®, Clu® Skills

Leadership Microsoft Office Teamwork Microsoft Word Data Analysis Microsoft Excel Public Speaking Time Management Customer Service Microsoft Powerpoint

Patrick Lyman, Cfp®, Clu® Education Details

  • Northwestern University: School Of Professional Studies
    Northwestern University: School Of Professional Studies
    Financial Planning
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Finance
  • Carmel Catholic High School
    Carmel Catholic High School

Frequently Asked Questions about Patrick Lyman, Cfp®, Clu®

What company does Patrick Lyman, Cfp®, Clu® work for?

Patrick Lyman, Cfp®, Clu® works for Sequoia Financial Planning

What is Patrick Lyman, Cfp®, Clu®'s role at the current company?

Patrick Lyman, Cfp®, Clu®'s current role is LPL Financial Planner at Sequoia Financial Planning.

What is Patrick Lyman, Cfp®, Clu®'s email address?

Patrick Lyman, Cfp®, Clu®'s email address is pa****@****ing.com

What schools did Patrick Lyman, Cfp®, Clu® attend?

Patrick Lyman, Cfp®, Clu® attended Northwestern University: School Of Professional Studies, University Of Illinois Urbana-Champaign, Carmel Catholic High School.

What skills is Patrick Lyman, Cfp®, Clu® known for?

Patrick Lyman, Cfp®, Clu® has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Microsoft Excel, Public Speaking, Time Management, Customer Service, Microsoft Powerpoint.

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