Apr 2023 - Present
AeroLeads people directory · profile
Patrick Conaty, Cfa Email & Phone Number
Portfolio Manager at Wintrust Bank
at
Wintrust Financial Corporation
1 work email found
@associatedbank.com
3 phones found area 865
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager at Wintrust Bank
Location
Greater Chicago Area, United States
Company size
Who is Patrick Conaty, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Conaty, Cfa is listed as Portfolio Manager at Wintrust Bank at Wintrust Financial Corporation, a with 3542 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at associatedbank.com, phone signal with area code 865, and a matched LinkedIn profile for Patrick Conaty, Cfa.
Patrick Conaty, Cfa previously worked as Portfolio Manager at Wintrust Financial Corporation and AVP / Portfolio Manager - Mortgage Warehouse at Associated Bank. Patrick Conaty, Cfa holds Bachelor Of Science, Finance from University Of Tennessee, Knoxville.
Company email context
Email format at Wintrust Financial Corporation
This section adds company-level context without repeating Patrick Conaty, Cfa's masked contact details.
*@associatedbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Conaty, Cfa. Compare company email patterns before reaching out.
Profile bio
About Patrick Conaty, Cfa
Email: pconaty3@gmail.com
Listed skills include Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, and 14 others.
Current workplace
Patrick Conaty, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wintrust Financial Corporation
5 roles
Patrick Conaty, Cfa work experience
A career timeline built from the work history available for this profile.
Avp / Portfolio Manager - Mortgage Warehouse
Oct 2021 - Mar 2023
Avp / Portfolio Manager - Shared National Credit & Healthcare
Mar 2021 - Oct 2021
Senior Financial Analyst - External Reporting
• Prepare the company’s quarterly (10-Q) and annual (10-K) reports for the SEC• Prepare the company’s annual IFRS filing reports for the Companies House• Coordinate various team leads to ensure filing deadlines/requirements are met• Complete quarterly Balance Sheet analytic deliverable for the CFO• Work closely with Investor Relations to prepare necessary financials for investor presentations• Support Governance team with all accounting deliverables for debt issuances
Jul 2018 - Feb 2021
Finance Leadership Program - Financial Analyst
The Finance Leadership Program is a 3-year rotational program.Third Rotation: Global Broking Centre (GBC) Business Partner - London, England, U.K.• Obtained a detailed understanding of the business P&L, budget, and forecast and ensured appropriate reporting to the Board and Audit Committee• Maintained revenue recorded with respect to manual invoices and multi-year policies through application of the new Aon revenue recognition policy• Controlled revenue and expense postings to the General Ledger • Continued to assist the team during UK hours through year-end 2018 as they searched for my replacement Second Rotation: Corporate Tax• Prepared state tax returns, extension requests, and estimates for any necessary payments• Created schedules for book-to-tax differences and researched their treatment• Acted as the point of contact for various state and city Departments of RevenueFirst Rotation: Corporate Consolidations Group• Produced, verified, and submitted PP&E and Unusual Charges Reconciliations• Reviewed and analyzed intercompany out-of-balances for global consolidations teams• Assisted the team with the monthly and quarterly financial close processes
Jul 2016 - Jul 2018
Team & coworkers
Colleagues at Wintrust Financial Corporation
Other employees you can reach at wintrust.com. View company contacts for 3542 employees →
VC
Vince Croston
Colleague at Wintrust Financial CorporationSchaumburg, Illinois, United States
View →
JC
Jessica Caltrider
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
JG
Joel Gordon
Colleague at Wintrust Financial CorporationLincolnwood, Illinois, United States
View →
JO
Jack Oskvarek, Cams, Cafp, Amlp
Colleague at Wintrust Financial CorporationNaperville, Illinois, United States
View →
DS
Drew Smith
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
AP
Andrea Pokrefke
Colleague at Wintrust Financial CorporationGreater Chicago Area, United States
View →
EM
Elvis M.
Colleague at Wintrust Financial CorporationGreater Chicago Area, United States
View →
DW
Dana Weems, M.A.
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
MS
Matt Schroeder
Colleague at Wintrust Financial CorporationMchenry, Illinois, United States
View →
BG
Barbara Gibbons
Colleague at Wintrust Financial CorporationOak Lawn, Illinois, United States
View →
Vince Croston
Colleague at Wintrust Financial CorporationSchaumburg, Illinois, United States
View →
JC
Jessica Caltrider
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
JG
Joel Gordon
Colleague at Wintrust Financial CorporationLincolnwood, Illinois, United States
View →
JO
Jack Oskvarek, Cams, Cafp, Amlp
Colleague at Wintrust Financial CorporationNaperville, Illinois, United States
View →
DS
Drew Smith
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
AP
Andrea Pokrefke
Colleague at Wintrust Financial CorporationGreater Chicago Area, United States
View →
EM
Elvis M.
Colleague at Wintrust Financial CorporationGreater Chicago Area, United States
View →
DW
Dana Weems, M.A.
Colleague at Wintrust Financial CorporationChicago, Illinois, United States
View →
MS
Matt Schroeder
Colleague at Wintrust Financial CorporationMchenry, Illinois, United States
View →
BG
Barbara Gibbons
Colleague at Wintrust Financial CorporationOak Lawn, Illinois, United States
View →
1 education record
Patrick Conaty, Cfa education
FAQ
Frequently asked questions about Patrick Conaty, Cfa
Quick answers generated from the profile data available on this page.
What company does Patrick Conaty, Cfa work for?
Patrick Conaty, Cfa works for Wintrust Financial Corporation.
What is Patrick Conaty, Cfa's role at Wintrust Financial Corporation?
Patrick Conaty, Cfa is listed as Portfolio Manager at Wintrust Bank at Wintrust Financial Corporation.
What is Patrick Conaty, Cfa's email address?
AeroLeads has found 1 work email signal at @associatedbank.com for Patrick Conaty, Cfa at Wintrust Financial Corporation.
What is Patrick Conaty, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 865 for Patrick Conaty, Cfa at Wintrust Financial Corporation.
Where is Patrick Conaty, Cfa based?
Patrick Conaty, Cfa is based in Greater Chicago Area, United States while working with Wintrust Financial Corporation.
What companies has Patrick Conaty, Cfa worked for?
Patrick Conaty, Cfa has worked for Wintrust Financial Corporation, Associated Bank, and Aon.
Who are Patrick Conaty, Cfa's colleagues at Wintrust Financial Corporation?
Patrick Conaty, Cfa's colleagues at Wintrust Financial Corporation include Vince Croston, Jessica Caltrider, Joel Gordon, Jack Oskvarek, Cams, Cafp, Amlp, and Drew Smith.
How can I contact Patrick Conaty, Cfa?
You can use AeroLeads to view verified contact signals for Patrick Conaty, Cfa at Wintrust Financial Corporation, including work email, phone, and LinkedIn data when available.
What schools did Patrick Conaty, Cfa attend?
Patrick Conaty, Cfa holds Bachelor Of Science, Finance from University Of Tennessee, Knoxville.
What skills is Patrick Conaty, Cfa known for?
Patrick Conaty, Cfa is listed with skills including Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, Powerpoint, Public Speaking, Social Media, and Leadership.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial