Patrick Holland Email and Phone Number
Patrick Holland work email
- Valid
- Valid
Patrick Holland personal email
Patrick Holland phone numbers
Patrick has over 30 years of experience in the financial service industry and serves as a relationship manager and concentrates on asset allocation strategies as well as money manager selection. He is among a select group of Financial Advisors authorized to manage client portfolios with discretionary authority through Wells Fargo Advisors’ Private Investment Management PIM program. Patrick earned the Certified Investment Management Analyst®(CIMA®) designation through the Wharton School of Business. He graduated from Nichols College in 1988 with a B.S. in Business Administration.As a member of The CHK Group of Wells Fargo Advisors, Patrick provides objective investment advice and guidance to individuals, families and institutions. He applies investment theory and integrates a complex body of investment knowledge systematically and ethically to assist his clients in making prudent investment decisions.This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, TN, TX, UT, VA, WA, and WV only.NMLSR ID# 259632The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
-
Senior Vice President-Investment Officer At The Chk Group Of Wells Fargo AdvisorsWells Fargo Advisors Jan 2009 - PresentWorcester, MaPIM Portfolio Manager2014-2015 Wells Fargo Advisors Premier AdvisorThe Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. -
Vice President Investments The Chk GroupSmith Barney 2006 - Jan 2009Worcester, MaThrough acquisition of Legg Mason Private Client Group.
-
Associate Vice PresidentLegg Mason Jan 1999 - 2006Worcester, Ma -
Associate Vice PresidentMorgan Stanley Dean Witter 1989 - 1999Worcester, Ma
Patrick Holland Skills
Patrick Holland Education Details
-
Saint John'S High School, Shrewsbury, MaHigh School -
Nichols CollegeBusiness -
University Of Pennsylvania - The Wharton SchoolCertified Investment Management Analyst Education Program
Frequently Asked Questions about Patrick Holland
What company does Patrick Holland work for?
Patrick Holland works for Wells Fargo Advisors
What is Patrick Holland's role at the current company?
Patrick Holland's current role is Senior Vice President-Investment Officer at The CHK Group of Wells Fargo Advisors.
What is Patrick Holland's email address?
Patrick Holland's email address is pa****@****ors.com
What is Patrick Holland's direct phone number?
Patrick Holland's direct phone number is +131487*****
What schools did Patrick Holland attend?
Patrick Holland attended Saint John's High School, Shrewsbury, Ma, Nichols College, University Of Pennsylvania - The Wharton School.
What are some of Patrick Holland's interests?
Patrick Holland has interest in Investing, Fine Wine, Snowboarding, Music, Golf, Travel, Red Sox, Patriots, Fishing.
What skills is Patrick Holland known for?
Patrick Holland has skills like Financial Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Risk Management, Insurance, Fixed Income Strategies, Tax Advantaged Investment Strategies, Business Owner Planning, Succession Planning, Concentrated Stock, Multi Generational Wealth Transfer.
Who are Patrick Holland's colleagues?
Patrick Holland's colleagues are Lori Dobbs, Bill Nelson, Cfp®, Christina Kruse-Krupa, Stephen Pettee, Ron Williams, Marc Prda, James Platzer.
Not the Patrick Holland you were looking for?
-
Patrick Holland
Charlottesville, Va3gmail.com, renocon.com, kbhome.com1 +165054XXXXX
-
-
-
Patrick Holland
Director Of Manufacturing And Implementation At Ipg - Integrated Surgical SolutionsAlpharetta, Ga2ipg.com, gmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial