Patrick Vaughan possesses extensive experience in business development and financial services. Currently serving as a Regional Retirement Wholesaler at Paychex since September 2021, Patrick previously founded and was Managing Partner at Sheldon Advisors LLC, a buy-side acquisition firm from January 2019 to August 2021. Prior roles include Managing Partner and SVP of Business Development at First Line Advisors LLC, and specialized positions at IBM, Melbourne IT Group, Private Flight Advisors, GeoTrust, Merrill Lynch, StorageTek, and StorageNetworks. Patrick's educational background includes a B.S. in Finance from Bentley University and an MBA in Business Administration from the D'Amore-McKim School of Business at Northeastern University. Achievements include recognition on the Presidents Club for outstanding performance at Melbourne IT Group and GeoTrust.
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