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Patrick Smith's email & phone

Position:Senior Wealth Advisor at Exencial Wealth Advisors
Experience:40 years
Location:Guilford, Connecticut, United States

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Work Experience

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 7 years 11 months.

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 minimum period of employment in the companies?

Patrick Smith's minimum period of employment in various companies is 2 years 7 months.

What is Patrick Smith's average duration of employment for different companies?

On average, Patrick Smith works for one company for 9 years 2 months

What industries has Patrick Smith worked in?

Patrick Smith works in the Financial Services.

What positions has Patrick Smith held before?

Previously, Patrick Smith worked as a Partner, and Senior Vice President and Portfolio Manager, and Vice President and Portfolio Manager, and Security Analyst.

How do I contact Patrick Smith?

Patrick Smith's email address is p***********h@exencialwealth.com, phone number is +1-***-***-6025. Sign up to get contact details.

Who is the Co-CEO of the Exencial Wealth Advisors?

The Co-CEO of the Exencial Wealth Advisors is John Burns

Who are Patrick Smith's peers at other companies?

Patrick Smith's peers at other companies are Yadavi Shah and Rodney Van Buren and John Rio

Patrick Smith Namesakes

Name
Company
Position
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Information Technology Help Desk

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Other employees at Exencial Wealth Advisors

Name
Company
Position
J
Director of Investments and Senior Portfolio Manager

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