Patrick Holland

Patrick Holland Email and Phone Number

Senior Vice President-Investment Officer at The CHK Group of Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Patrick Holland's Location
Greater Boston, United States
Patrick Holland's Contact Details

Patrick Holland work email

Patrick Holland personal email

n/a

Patrick Holland phone numbers

About Patrick Holland

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

Patrick Holland's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Senior Vice President-Investment Officer at The CHK Group of Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Patrick Holland Work Experience Details
  • Wells Fargo Advisors
    Senior Vice President-Investment Officer At The Chk Group Of Wells Fargo Advisors
    Wells Fargo Advisors Jan 2009 - Present
    Worcester, Ma
    PIM 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.
  • Smith Barney
    Vice President Investments The Chk Group
    Smith Barney 2006 - Jan 2009
    Worcester, Ma
    Through acquisition of Legg Mason Private Client Group.
  • Legg Mason
    Associate Vice President
    Legg Mason Jan 1999 - 2006
    Worcester, Ma
  • Morgan Stanley Dean Witter
    Associate Vice President
    Morgan Stanley Dean Witter 1989 - 1999
    Worcester, Ma

Patrick Holland Skills

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 Wealth Preservation Planning Estate Planning Srategies Stock Market Analysis 401 Planning 401k Rollovers

Patrick Holland Education Details

  • Saint John'S High School, Shrewsbury, Ma
    Saint John'S High School, Shrewsbury, Ma
    High School
  • Nichols College
    Nichols College
    Business
  • University Of Pennsylvania - The Wharton School
    University Of Pennsylvania - The Wharton School
    Certified 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?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.