Position:
Senior Wealth Advisor at Exencial Wealth Advisors
Location:
Guilford, Connecticut, United States
Found email addresses for Patrick Smith:
Found phone for Patrick Smith:
Jan 2023 - Current
Jan 2001 - Dec 2022
Dec 1992 - Dec 2000
May 1990 - Dec 1992
May 1986 - May 1990
Master of Science - MS at Boston College
Bachelor of Business Administration - BBA at University of Notre Dame
What is Patrick Smith's email address?
SignalHire found a verified business email address for Patrick Smith: p***********h@exencialwealth.com.What is Patrick Smith's phone number?
SignalHire found a verified phone number for Patrick Smith: +1-***-***-6025.How do I contact Patrick Smith at Exencial Wealth Advisors?
You can reach Patrick Smith through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.What is Patrick Smith's professional background?
Patrick Smith has 40 years of professional experience. They have held roles including Partner, Senior Vice President and Portfolio Manager, and Vice President and Portfolio Manager at companies such as Shoreline Financial Advisors, LLC, Pioneer Investments Inc, and Loomis, Sayles & Company. Their education includes Master of Science - MS from Boston College, and Bachelor of Business Administration - BBA from University of Notre Dame.Is Patrick Smith's contact information up to date?
Yes. Patrick Smith's SignalHire profile was last updated on 17 July 2024, reflecting their current position as Senior Wealth Advisor at Exencial Wealth Advisors in Oklahoma City, OK, United States.SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.