Partnering With My Wife In All Aspects Of Building An Effective Dog Rescue Organization.
Doggy Divas Rescue
AeroLeads people directory · profile
Patrick Weber Email & Phone Number
Financial Advisor, Senior Portfolio Advisor
at
Doggy Divas Rescue
1 work email found
@ml.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Doggy Divas Rescue
Role
Financial Advisor, Senior Portfolio Advisor
Location
Palm Beach County, Florida, United States
Who is Patrick Weber? Overview
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Quick answer
Patrick Weber is listed as Financial Advisor, Senior Portfolio Advisor at Doggy Divas Rescue, based in Palm Beach County, Florida, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Patrick Weber.
Patrick Weber previously worked as Partnering with my wife in all aspects of building an effective dog rescue organization. at Doggy Divas Rescue and Financial Advisor, at Merrill Lynch Wealth Management. Patrick Weber holds Certified Public Accountant from Michigan State University.
Company email context
Email format at Doggy Divas Rescue
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{first}.{last}@ml.com
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Profile bio
About Patrick Weber
Proven talent for setting goals, developing strategic plans and motivating various constituents ( Client & Colleagues). Proud of a strong work ethic, high moral character and a keen sense to build and grow a profitable sustainable business. Developed extensive experience in a wide variety of high-level financial service capacities nationwide over 40 plus years. Demonstrated ability to identify and build a network of new business sources in distinctly different markets. Strengths include building long-term client relationships, managing departmental staff, corporate clients, private business owners, attorneys, accountants and bankers. successfully owned and operated a consumer specialty retail business that was sold for a profit.
Listed skills include Due Diligence, Mergers And Acquisitions, Financial Modeling, Management, and 21 others.
Current workplace
Patrick Weber's current company
Company context helps verify the profile and gives searchers a useful next step.
Doggy Divas Rescue
6 roles
Patrick Weber work experience
A career timeline built from the work history available for this profile.
Financial Advisor,
Oct 2022 - Oct 2024
Vice President
- Directly recruited by Market Executive & Resident Director to join one of the most profitable offices in Merrill’s Southeastern Division. Hired as a part of the Firm’s Accelerated Grow Program ( AGN ). The AGN program.
- Executive Club award in first year
- Developed referral source with residents of The Villages - Florida
- Organized internal meetings with Wholesalers in Palm Beach Office
Oct 2022 - Oct 2024
Senior Vice President
Charles Schwab / Td Ameritrade
Apr 2014 - Oct 2022
Senior Vice President
Charles Schwab / Td Ameritrade
- Demonstrated an entrepreneurial spirit and a passion for creating a growing practice focused on client’s financial needs. Excelled at building relationships with high net-worth clients by listening and understanding.
- Excelled at developing retirement plans utilizing Money Guide Pro.
- Worked with a broad range of clients along the firm’s Solution Continuum from Self Directed as well as those individuals looking to have their financial assets professionally managed.
- Consistently closed business by consolidating client assets at TD Ameritrade.
- Presented and closed guidance solutions through TD Ameritrade Investment Management (TDAIM), Advisor Direct and Fixed Income.
- Responsible for organizing Out-of-Branch seminars with RIA business partners.
Apr 2014 - Sep 2022
Chief Financial Officer / Chief Compliance Officer
State Of Nebraska Department Of Health And Human Services
DHHS is Nebraska's largest state agency consisting of 6 divisions with 5,700 employees and a total budget of $3.8 billion. DHHS manages over 375 federal programs. Overall fiscally responsibility for departmental expenditures and reporting to various stakeholders including Federal funding sources, State Legislature, Govenor Rickettts and the people of.
Jun 2015 - Jul 2017
3 education records
Patrick Weber education
Certified Public Accountant
Michigan State University
Ba, Accounting & Financial Administration
Michigan State University
Bachelor'S Degree
Michigan State University
FAQ
Frequently asked questions about Patrick Weber
Quick answers generated from the profile data available on this page.
What company does Patrick Weber work for?
Patrick Weber works for Doggy Divas Rescue.
What is Patrick Weber's role at Doggy Divas Rescue?
Patrick Weber is listed as Financial Advisor, Senior Portfolio Advisor at Doggy Divas Rescue.
What is Patrick Weber's email address?
AeroLeads has found 1 work email signal at @ml.com for Patrick Weber at Doggy Divas Rescue.
Where is Patrick Weber based?
Patrick Weber is based in Palm Beach County, Florida, United States while working with Doggy Divas Rescue.
What companies has Patrick Weber worked for?
Patrick Weber has worked for Doggy Divas Rescue, Merrill Lynch Wealth Management, Charles Schwab / Td Ameritrade, and State Of Nebraska Department Of Health And Human Services.
How can I contact Patrick Weber?
You can use AeroLeads to view verified contact signals for Patrick Weber at Doggy Divas Rescue, including work email, phone, and LinkedIn data when available.
What schools did Patrick Weber attend?
Patrick Weber holds Certified Public Accountant from Michigan State University.
What skills is Patrick Weber known for?
Patrick Weber is listed with skills including Due Diligence, Mergers And Acquisitions, Financial Modeling, Management, Corporate Finance, Valuation, Business Valuation, and Investment Banking.
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