Patrick brings a wealth of experience to our team, with an impressive professional background that includes significant roles in the finance and investment world. He has previously served as the Director of Accounting and Finance at Telluride Ski and Golf Company, where he showcased his financial prowess. Patrick also has experience as an Equity Analyst/Market Maker at Peter's Securities, a Broker at Charles Schwab, and a Sales Representative at Oppenheimer Mutual Funds.
What sets Patrick apart are his notable accomplishments. Despite juggling a demanding career, he's proudly raised two wonderful children with the unwavering support of his spouse. In addition, Patrick has achieved a significant milestone by passing the Level I and II exams for the prestigious CFA designation. His expertise extends to successful business acquisitions and reorganizations, as well as serving two terms on the town council.