Patrick Dammert

Patrick Dammert Email and Phone Number

Wealth Management Advisor @ Financial Design Group
Cincinnati, OH, US
Patrick Dammert's Location
Cincinnati Metropolitan Area, United States
Patrick Dammert's Contact Details
About Patrick Dammert

Dammert Wealth Consulting Group (DWCG) is a private, family-run practice within Stifel, located in Covington, Kentucky that serves high-net-worth families. While most traditional advisory groups focus strictly on their investment portfolios, we outsource solutions to top-tier money managers, maintain a highly lucrative benchmarking process, and incorporate trusted professionals to handle functions such as Philanthropy, Family Education and Governance, Real Estate matters, and Tax Planning. DWCG prides itself on the anticipation of problems before they occur, as well as the implementation of success mapping and building a legacy that lasts. The ending result is a total solution for families with dynamic and specialized needs. By leveraging our resources with Stifel, our trusted team of professionals, and ourselves, we take advantage of economies of scale, allowing significant savings in cost structure than the traditional Family Office Model. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Patrick Dammert's Current Company Details
Financial Design Group

Financial Design Group

View
Wealth Management Advisor
Cincinnati, OH, US
Website:
stifel.com
Employees:
5553
Patrick Dammert Work Experience Details
  • Financial Design Group
    Wealth Management Advisor
    Financial Design Group
    Cincinnati, Oh, Us
  • Stifel Financial Corp.
    Associate Vice President/Investments - Stifel
    Stifel Financial Corp. Apr 2019 - Present
    Covington, Kentucky
    Some of services incorporated in the DWCG model include, but are not limited to:• Sustaining wealth over generations• Risk assessment and mitigation• Measuring the value of outside advisors• Enterprise best practices and benchmarking• Effective governance and structure• Anticipation of needs prior to occurence• The advantages of long term strategies in investing • High net worth strategies such as Rule 144A Filings, 10b5 plans, 1031 Exchanges, Stock Option Planning, and M&A.
  • Hilliard Lyons - A Baird Company
    Financial Planning Consultant
    Hilliard Lyons - A Baird Company Oct 2015 - Apr 2019
    Ft. Mitchell, Ky
  • Raymond James Financial, Inc.
    First Vice President-Investments
    Raymond James Financial, Inc. Jan 2014 - Oct 2015
    Covington, Ky
  • Tornier
    Sales Manager/Distributer
    Tornier 2007 - 2013
    Louisville, Ky
    Distributor for companies such as Tornier, Inc., MMI, Inc., Bacterin Biologics, ExtraOrtho and DermaTran Health Solutions. Successfully founded and managed a distributorship promoting multiple product lines within various areas of subspecialty orthopedics.

Patrick Dammert Skills

Urology Sales Force Development Spine Surgical Instruments Surgery Ankle Arthroplasty Cardiology Sales Start Ups Sales Operations Healthcare Shoulder Finance Medical Devices Shoulder Arthroplasty Surgeons Operating Room Sales Direct Sales Wound Care Capital Equipment Orthopedic Sports Medicine Disposables Management Product Launch Healthcare Industry Operating Room Orthopedics Fda Market Development Selling Medical Sales Hospitals

Patrick Dammert Education Details

  • University Of Kentucky
    Bachelor Of Science In Agriculture, Education, Communication, And Leadership
  • Moonlight Professional Golf Tour
    Moonlight Professional Golf Tour
    Professional Golf Tourmanents
  • David Leadbetter Golf Academy
    David Leadbetter Golf Academy
    Golf

Frequently Asked Questions about Patrick Dammert

What company does Patrick Dammert work for?

Patrick Dammert works for Financial Design Group

What is Patrick Dammert's role at the current company?

Patrick Dammert's current role is Wealth Management Advisor.

What is Patrick Dammert's email address?

Patrick Dammert's email address is pa****@****mes.com

What is Patrick Dammert's direct phone number?

Patrick Dammert's direct phone number is +185936*****

What schools did Patrick Dammert attend?

Patrick Dammert attended University Of Kentucky, Moonlight Professional Golf Tour, David Leadbetter Golf Academy.

What are some of Patrick Dammert's interests?

Patrick Dammert has interest in Start Up And Emerging Companies, Fishing And Going To The Racetrack.

What skills is Patrick Dammert known for?

Patrick Dammert has skills like Urology, Sales Force Development, Spine, Surgical Instruments, Surgery, Ankle Arthroplasty, Cardiology, Sales, Start Ups, Sales Operations, Healthcare, Shoulder.

Who are Patrick Dammert's colleagues?

Patrick Dammert's colleagues are Dave G., Brian Tinnerino, Faye Soriano, Kerry Auer, Sri Vemulapalli Undefined, Adam Newland, Baker Woolworth.

Not the Patrick Dammert 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.