Patrick J. Sullivan, Cfp®, Aif® Email and Phone Number
Patrick J. Sullivan, Cfp®, Aif® work email
- Valid
Patrick J. Sullivan, Cfp®, Aif® personal email
Patrick J. Sullivan, Cfp®, Aif® is a Partner, Wealth Strategist at HighMark Wealth Management.
Highmark Wealth Management
View- Website:
- highmarkwealth.com
- Employees:
- 7
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Wealth Strategist, PartnerHighmark Wealth Management Jul 2012 - PresentSt. Paul, MinnesotaPatrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic. Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a CERTIFIED FINANCIAL PLANNER™ [CFP®] and Accredited Investment Fiduciary [AIF®]. A Minnesota native, Patrick is an enthusiastic sports fan. He enjoys golfing, snowmobiling and playing men’s league hockey when time allows. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, and now enjoys smokin’ BBQ for family and friends. Patrick currently lives in Woodbury, MN with his wife and beautiful daughter. -
Treasurer, Board MemberRiverfront Flats At Upper Landing Association May 2017 - May 2021Greater Minneapolis-St. Paul Area
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AssociateUbs Financial Services Apr 2010 - Jul 2012Greater Minneapolis-St. Paul Area
Patrick J. Sullivan, Cfp®, Aif® Education Details
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Finance -
Financial Planning And Services
Frequently Asked Questions about Patrick J. Sullivan, Cfp®, Aif®
What company does Patrick J. Sullivan, Cfp®, Aif® work for?
Patrick J. Sullivan, Cfp®, Aif® works for Highmark Wealth Management
What is Patrick J. Sullivan, Cfp®, Aif®'s role at the current company?
Patrick J. Sullivan, Cfp®, Aif®'s current role is Partner, Wealth Strategist.
What is Patrick J. Sullivan, Cfp®, Aif®'s email address?
Patrick J. Sullivan, Cfp®, Aif®'s email address is pa****@****lth.com
What schools did Patrick J. Sullivan, Cfp®, Aif® attend?
Patrick J. Sullivan, Cfp®, Aif® attended University Of St. Thomas, Boston University.
Who are Patrick J. Sullivan, Cfp®, Aif®'s colleagues?
Patrick J. Sullivan, Cfp®, Aif®'s colleagues are Jerod Gustafson, Thomas Sullivan, Todd Arens, Crps® Aif®, Daniel R. Sullivan, Cfp®, Aif®.
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