Patrick Sittner has a diverse work experience that spans over several industries and roles. Patrick has recently been employed at Carson Group, where they have held positions as a Portfolio Strategist and currently as the Director of Portfolio Strategy. Prior to Carson Group, Patrick worked as a Portfolio Manager at TS Banking Group. Patrick also gained teaching experience as an Adjunct Finance Professor at Midland University MBA Program, where they assisted in developing the curriculum for the Investment Management elective course. Patrick has previous experience at ConAgra Foods as a Financial & Risk Solutions Analyst and at Hayneedle as a Marketing Analyst. Patrick has also held roles at First National Bank of Omaha, Pacific Life, Fisher Investments, McGrath North Mullin & Kratz, and Wells Fargo Financial. Overall, Patrick's work experience showcases strong finance, portfolio management, and leadership skills.
Patrick Sittner MIMFA MBA has a strong education background in finance and investment management. Patrick obtained a dual degree in Investment Management and Financial Analysis-Business Administration (MIMFA/MBA) from Creighton University from 2008 to 2011. Prior to that, they attended Stanford University in 2006 to study finance. Patrick completed their undergraduate studies at the University of Nebraska-Lincoln from 1999 to 2002, majoring in finance with a minor in political science. Patrick also briefly attended Nebraska Wesleyan University in 1998, where they also studied finance. Patrick completed their high school education at Lincoln Southeast High School in 1998. Additionally, Patrick holds certifications such as the Series 65 from FINRA and is a CAIA Level 2 Candidate from the CAIA Association.
October, 2022 - present
May, 2018