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Patrick Raynor, Cfa Email & Phone Number

Director, Investment Research at SageView Advisory Group
Location: Omaha, Nebraska, United States 6 work roles 3 schools
1 work email found @sageviewadvisory.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@sageviewadvisory.com
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Current company
Role
Director, Investment Research
Location
Omaha, Nebraska, United States
Company size

Who is Patrick Raynor, Cfa? Overview

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Quick answer

Patrick Raynor, Cfa is listed as Director, Investment Research at SageView Advisory Group, a company with 247 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at sageviewadvisory.com and a matched LinkedIn profile for Patrick Raynor, Cfa.

Patrick Raynor, Cfa previously worked as Senior Investment Advisor at Sageview Advisory Group and Finance Manager at First Data Corporation. Patrick Raynor, Cfa holds Masters Of Finance-Securities Analysis And Portfolio Management from Creighton University.

Company email context

Email format at SageView Advisory Group

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*@sageviewadvisory.com
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AeroLeads found 1 current-domain work email signal for Patrick Raynor, Cfa. Compare company email patterns before reaching out.

Profile bio

About Patrick Raynor, Cfa

Patrick Raynor, Cfa is a Director, Investment Research at SageView Advisory Group. He possess expertise in financial analysis, customer service, leadership, strategic financial planning, microsoft excel and 13 more skills. He is proficient in Spanish.

Listed skills include Financial Analysis, Customer Service, Leadership, Strategic Financial Planning, and 14 others.

Current workplace

Patrick Raynor, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

SageView Advisory Group
Sageview Advisory Group
Director, Investment Research
Omaha, NE, US
Employees
247
AeroLeads page
6 roles

Patrick Raynor, Cfa work experience

A career timeline built from the work history available for this profile.

Analyst

Paul G. Smith Associates
Dec 2014 - Jul 2016

Assistant Treasurer

Chicago, IL

Cash Flow Management/Credit Analysis/Financial Statement Analysis/Payroll/Receivables/Credit Inquiry

May 2012 - Dec 2014

Provisioner/Operations

Chicago, IL

Aug 2007 - May 2012
Team & coworkers

Colleagues at SageView Advisory Group

Other employees you can reach at sageviewadvisory.com. View company contacts for 247 employees →

3 education records

Patrick Raynor, Cfa education

Masters Of Finance-Securities Analysis And Portfolio Management

Activities and Societies: Beta Gamma Sigma

Education record

Creighton Prep High School
FAQ

Frequently asked questions about Patrick Raynor, Cfa

Quick answers generated from the profile data available on this page.

What company does Patrick Raynor, Cfa work for?

Patrick Raynor, Cfa works for SageView Advisory Group.

What is Patrick Raynor, Cfa's role at SageView Advisory Group?

Patrick Raynor, Cfa is listed as Director, Investment Research at SageView Advisory Group.

What is Patrick Raynor, Cfa's email address?

AeroLeads has found 1 work email signal at @sageviewadvisory.com for Patrick Raynor, Cfa at SageView Advisory Group.

Where is Patrick Raynor, Cfa based?

Patrick Raynor, Cfa is based in Omaha, Nebraska, United States while working with SageView Advisory Group.

What companies has Patrick Raynor, Cfa worked for?

Patrick Raynor, Cfa has worked for Sageview Advisory Group, First Data Corporation, Paul G. Smith Associates, and Nitel.

Who are Patrick Raynor, Cfa's colleagues at SageView Advisory Group?

Patrick Raynor, Cfa's colleagues at SageView Advisory Group include William Posch, Aif®, Aubrey Weedman, Marie Norkett Cfp®, Skylar Pontello, and Maressa Etzig.

How can I contact Patrick Raynor, Cfa?

You can use AeroLeads to view verified contact signals for Patrick Raynor, Cfa at SageView Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Patrick Raynor, Cfa attend?

Patrick Raynor, Cfa holds Masters Of Finance-Securities Analysis And Portfolio Management from Creighton University.

What skills is Patrick Raynor, Cfa known for?

Patrick Raynor, Cfa is listed with skills including Financial Analysis, Customer Service, Leadership, Strategic Financial Planning, Microsoft Excel, Investments, Corporate Finance, and Spanish Speaking.

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