Patrick Gaul, MBA, CFP®, is currently the Sales Engineer Director at Envestnet, where they have advanced from the position of Sales Engineer Director at Envestnet | Tamarac. With a background in wealth advisory as an Associate Financial Advisor and Director of Financial Planning at Moller & Associates, they also served as a Principal Technical Consultant at Juniper Square. Patrick began their career as a Marketing Assistant at Merrill Lynch and held various roles in consulting and management within the financial services sector. They are pursuing degrees in Environmental Science at Furman University and an MBA in Innovation Management at NC State University Graduate School.
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