Independent Financial Advisor
Jul 2016 - Oct 2020
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Rick Patrick Email & Phone Number
Independent Financial Advisor at Sowell Management
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Role
Independent Financial Advisor at Sowell Management
Location
El Cerrito, California, United States
Who is Rick Patrick? Overview
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Quick answer
Rick Patrick is listed as Independent Financial Advisor at Sowell Management based in El Cerrito, California, United States. AeroLeads shows a matched LinkedIn profile for Rick Patrick.
Rick Patrick previously worked as Independent Financial Advisor at Naples Asset Management Company®, Llc and Independent Financial Advisor at Avantgarde Advisors. Rick Patrick holds Bachelor'S Degree, Economics from University Of Massachusetts, Amherst.
Profile bio
About Rick Patrick
Rick Patrick is a Independent Financial Advisor at Sowell Management. He is proficient in Spanish.
Listed skills include Investments, Mutual Funds, Securities, Bonds, and 12 others.
4 roles
Rick Patrick work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
Avantgarde Advisors
Jun 2012 - Jun 2016
Vice President - Financial Advisor
Wunderlich Securities
Apr 2011 - Jun 2012
Vice President
Nov 2004 - Mar 2011
4 education records
Rick Patrick education
Bachelor'S Degree, Economics
Junior Year Abroad, International Business - Economics, 4.0
University Of Manchester - England
3 Trimesters Of Liberal Arts, Liberal Arts And Sciences/Liberal Studies, Sophmore Status
High Schol Diploma
Belmont Hill School
FAQ
Frequently asked questions about Rick Patrick
Quick answers generated from the profile data available on this page.
What is Rick Patrick's role at their current company?
Rick Patrick is listed as Independent Financial Advisor at Sowell Management.
Where is Rick Patrick based?
Rick Patrick is based in El Cerrito, California, United States.
What companies has Rick Patrick worked for?
Rick Patrick has worked for Naples Asset Management Company®, Llc, Avantgarde Advisors, Wunderlich Securities, and Charles Schwab.
How can I contact Rick Patrick?
You can use AeroLeads to view verified contact signals for Rick Patrick, including work email, phone, and LinkedIn data when available.
What schools did Rick Patrick attend?
Rick Patrick holds Bachelor'S Degree, Economics from University Of Massachusetts, Amherst.
What skills is Rick Patrick known for?
Rick Patrick is listed with skills including Investments, Mutual Funds, Securities, Bonds, Finance, Financial Advisory, Series 7, and Wealth Management.
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