Patrick Flaherty

Patrick Flaherty, CIPM, currently serves as Director of Wealth Management Solutions at Fi-Tek, a position held since July 2022. Prior to this, Patrick was a Product Manager at Eton Solutions LP, where responsibilities included managing integrated processes for investment firms and family offices. At First Rate, Inc., from 2014 to 2021, Patrick held various titles, including Director of Data Aggregation and General Manager of Solutions, overseeing data aggregation and performance solutions for financial firms. Earlier experience includes roles at Wells Fargo Advisors, Informa Investment Solutions, CheckFree Investment Services, and Thompson, Siegel & Walmsley. Patrick holds an MBA in Financial Management from North Carolina State University and multiple degrees in Marketing and Finance from the University of Richmond.