Patrick

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Senior Associate, Employee Equity Solutions at Vested|New York City Metropolitan Area, United States

Position:

Senior Associate, Employee Equity Solutions at Vested

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-05-12
Updated: 2026-05-12

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Work Experience 7 years

Senior Associate, Employee Equity Solutions at Vested

Apr 2025 - Current

Wealth Management Operations Specialist at OPUS Private Client, LLC

Aug 2022 - Apr 2025

Wealth Management Operations Specialist at Strategies for Wealth

Jun 2020 - Jul 2023

Reporting Intern at Frost

Jun 2019 - Aug 2019

Patrick started working in 2019, then the employee has changed 3 companies and 2 jobs. On average, Patrick works for one company for 1 year 9 months.

Their professional focus is Business Development, Financial Planning, and Modeling across 3 core areas.

Education

The University of Texas at Austin

Patrick Namesakes

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Patrick
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Patrick
Solutions Architect
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Patrick
Network Operations Specialist
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