Patrick Smith

Patrick Smith: Email & Phone Number

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Senior Wealth Advisor at Exencial Wealth Advisors|Guilford, Connecticut, United States

Position:

Senior Wealth Advisor at Exencial Wealth Advisors

Location:

Guilford, Connecticut, United States

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Last updated: 2024-07-17
Updated: 2024-07-17

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Work Experience 40 years

Senior Wealth Advisor at Exencial Wealth Advisors

Jan 2023 - Current

Partner at Shoreline Financial Advisors, LLC

Jan 2001 - Dec 2022

Senior Vice President and Portfolio Manager at Pioneer Investments Inc

Dec 1992 - Dec 2000

Vice President and Portfolio Manager at Loomis, Sayles & Company

May 1990 - Dec 1992

Security Analyst at Putnam Investments

May 1986 - May 1990

Patrick Smith started working in 1986, then the employee has changed 4 companies and 4 jobs. On average, Patrick Smith works for one company for 8 years.

Education

Master of Science - MS at Boston College

Bachelor of Business Administration - BBA at University of Notre Dame

Frequently Asked Questions

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.

Patrick Smith Namesakes

Name
Company
Position
Patrick Smith
Deli Clerk
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Patrick Smith
Information Technology Help Desk
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