Patrick Nalty Email & Phone Number

Having more than 30 years in the Financial Services Industry has allowed me to see, experience and lead an enormous amount of change. In that time, I have successfully established and built Wealth advisory businesses. I am passionate our industry and enjoy the opportunities the ever changing landscape presents. I enjoy the greenfield challenges of planning for our ever changing environment as well as creating and implementing the strategies which make a successful business model. All of my businesses have evolved and adapted to the diverse range of business factors we face – legislative, economic and competitive.Besides innovative, quality products, the greatest contributor to business success is hiring and developing the right people. This is even more critical for advisory businesses such as ours. We have a lot of very talented people who work in financial services. I enjoy working with some of the best in our industry, watching them achieve their own personal goals and in sharing their satisfaction of a job well done. Professional Specialties | Greenfield Business Development, Business Leadership, Board Advice, Strategic Planning, Innovation, Joint Ventures, Negotiation, Business Acquisition

Listed skills include Start Ups, Management, Entrepreneurship, Certified Financial Planner, and 18 others.