Pat Phelan III

Pat Phelan III, MBA, AIF®, has a diverse work experience spanning over two decades. Pat started their career as a Revenue Manager at Interlink Computer Sciences, a developer of mainframe software and hardware products. Pat then moved on to iPass, a provider of internet software connectivity solutions, where they worked as an Accounting Systems Analyst.

Phelan then joined JNI Corporation as the Director of Finance. JNI Corporation was a publicly traded technology component manufacturer and software developer, later acquired by AMCC. After that, they worked at Digital Insight, a leading provider of SaaS online banking technologies, as the Manager of Financial Planning & Analysis.

In 2006, Phelan co-founded Aumnia, Inc., a startup mobile and web application development firm. Pat served as the Vice President of Finance and played a crucial role in securing $250k in seed financing. Pat later joined Babson College to pursue their MBA studies, where they received top reviews for their financial analysis and modeling skills.

After completing their MBA, Phelan joined Mitchell International as the Financial Business Director. In this role, they were responsible for the finance operations of two business units and played a key role in the company's growth. Pat later joined Edward Jones as a Financial Advisor, where they partnered with successful families and small business owners to develop customized financial strategies. During this time, they managed client portfolios totaling $25 million in assets under management.

Phelan's entrepreneurial spirit led him to found their boutique wealth management firm, where they served as a Wealth Advisor. Pat successfully grew the firm, serving over 150 clients with portfolios in excess of $20 million in assets under management. Currently, Phelan works as a Startup CFO Consultant at Optify Financial, providing financial consulting services to entrepreneurs and early to mid-stage businesses.

In addition to their work experience, Phelan holds an MBA from Babson College and has earned the AIF® (Accredited Investment Fiduciary) designation.

Pat Phelan III, MBA, AIF® received their Master of Business Administration (MBA) degree with a focus on Entrepreneurship/Entrepreneurial Studies from the Babson F.W. Olin Graduate School of Business in 2009. Pat also holds a Bachelor of Science (B.S.) degree in Environmental Business Economics from Rutgers University–New Brunswick, which they obtained between the years 1989 and 1995. In addition to their degrees, Pat Phelan III has obtained various certifications including AIF® Accredited Investment Fiduciary from Fi360, Life Accident and Health Insurance Agent License from the California Department of Insurance, Series 66 from FINRA, and Series 7 from FINRA.