Patrick O'Connor, CFP®, has extensive experience in financial advising and account management. Patrick has held various positions at companies like Duncan Williams Asset Management and Red Deluxe, working with clients such as Memphis Grizzlies NBA team and The ALS Association. Patrick has a strong educational background in Advertising, Communications, Marketing, and Sports Medicine from Pepperdine University.
January, 2022 - present
July, 2017
April, 2015
First Vice President at Banco Safra
First Vice President, Payroll at PennyMac
Co-head Of The Credit Underwriting Unit & Team Leader For CRE Underwriting, First Vice President at BHI
First Vice President - Director Of Total Rewards at Dime Community Bank
First Vice President at B.Grimm Power
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