Business Development Executive, Northern Trust
Patrick joined the FlexShares ETF team in July of 2015 as the Business Development Executive for the Ohio Valley & Michigan territory (OH, MI, IN, KY, TN and western PA). Patrick resides and has his home office in Columbus, Ohio. Prior to joining the FlexShares team, Patrick was a managing partner of AdvisorMark Distribution. Over the past 20 years, Patrick has consulted and trained some of the most successful financial professionals across the country in the application and implementation of various active management and factor based solutions for their clients. As a former financial advisor, he also brings a well-rounded perspective and understanding to his working relationships. He earned a B.S. degree in Business Administration and Finance from Florida State University and currently holds the following industry licenses: Series 7, 63, 65 & Insurance, Health, Life and VA.
Patrick is a member of the Columbus FPA Association and well as the Cleveland CFA Society. He has been living in Ohio for the past 16 years and is married with three children.