Senior Wealth Advisor
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May 2024 - Present
AeroLeads people directory · profile
Patrick Haley, Cfa, Cfp® Email & Phone Number
Co-founder, Senior Wealth Advisor at Veridan Wealth
at
Veridan Wealth
1 work email found
@bbh.com
4 phones found area 617 and 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-founder, Senior Wealth Advisor at Veridan Wealth
Location
West Linn, Oregon, United States
Who is Patrick Haley, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Haley, Cfa, Cfp® is listed as Co-founder, Senior Wealth Advisor at Veridan Wealth at Veridan Wealth, based in West Linn, Oregon, United States. AeroLeads shows a work email signal at bbh.com, phone signal with area code 617, 888, and a matched LinkedIn profile for Patrick Haley, Cfa, Cfp®.
Patrick Haley, Cfa, Cfp® previously worked as Senior Wealth Advisor at Veridan Wealth and Financial Advisor at Ameriprise Financial Services, Llc. Patrick Haley, Cfa, Cfp® holds Ba, Finance And Marketing from Bryant University.
Company email context
Email format at Veridan Wealth
This section adds company-level context without repeating Patrick Haley, Cfa, Cfp®'s masked contact details.
*@bbh.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Haley, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Haley, Cfa, Cfp®
Patrick Haley, Cfa, Cfp® is a Co-founder, Senior Wealth Advisor at Veridan Wealth at Veridan Wealth. He possess expertise in mutual funds, financial advisory, series 7, series 63, series 6 and 10 more skills.
Listed skills include Mutual Funds, Financial Advisory, Series 7, Series 63, and 11 others.
Current workplace
Patrick Haley, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Patrick Haley, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Dec 2017 - May 2024
Regional Advisor Consultant
Jun 2010 - Nov 2017
Mutual Fund Accountant
Jun 2006 - Jun 2010
1 education record
Patrick Haley, Cfa, Cfp® education
-
Bryant University
FAQ
Frequently asked questions about Patrick Haley, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Haley, Cfa, Cfp® work for?
Patrick Haley, Cfa, Cfp® works for Veridan Wealth.
What is Patrick Haley, Cfa, Cfp®'s role at Veridan Wealth?
Patrick Haley, Cfa, Cfp® is listed as Co-founder, Senior Wealth Advisor at Veridan Wealth at Veridan Wealth.
What is Patrick Haley, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bbh.com for Patrick Haley, Cfa, Cfp® at Veridan Wealth.
What is Patrick Haley, Cfa, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 617, 888 for Patrick Haley, Cfa, Cfp® at Veridan Wealth.
Where is Patrick Haley, Cfa, Cfp® based?
Patrick Haley, Cfa, Cfp® is based in West Linn, Oregon, United States while working with Veridan Wealth.
What companies has Patrick Haley, Cfa, Cfp® worked for?
Patrick Haley, Cfa, Cfp® has worked for Veridan Wealth, Ameriprise Financial Services, Llc, Putnam Investments, and Brown Brothers Harriman.
How can I contact Patrick Haley, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Haley, Cfa, Cfp® at Veridan Wealth, including work email, phone, and LinkedIn data when available.
What schools did Patrick Haley, Cfa, Cfp® attend?
Patrick Haley, Cfa, Cfp® holds Ba, Finance And Marketing from Bryant University.
What skills is Patrick Haley, Cfa, Cfp® known for?
Patrick Haley, Cfa, Cfp® is listed with skills including Mutual Funds, Financial Advisory, Series 7, Series 63, Series 6, Finance, Investment Strategies, and Microsoft Excel.
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