Patrick has more than 25 years of experience in the financial industry as both a banker and a financial advisor. In 2011, Patrick joined the Watertown office of RBC Wealth Management. He earned his Bachelor of Science degree and his MBA from LeMoyne College. He received his Certified Financial Planner® certification in 2021 and his Certified Divorce Financial Analyst® certification in 2024.
Patrick is an investment advisor representative in the state of New York. He has passed the Series 7, 9, 10, 26, 63 and 65 securities exams, and holds life and long-term care insurance licenses. Patrick and his wife, Julie, are lifelong residents of Watertown, New York. They have two sons, David and Jordan. Patrick has volunteered with several nonprofit organizations in the Watertown area. He is currently the president of the Watertown Sunrise Rotary Club, past board chairman for the United Way of Northern New York, and past president of the Sacred Heart Foundation.
