Pat is a member of the leadership team in the Wealth Management organization and Head of The Advisory Business Consulting Group at Cetera Financial Group. He is committed to enabling Fiduciary Advisors to deliver better outcomes for investors using Cetera’s fee-based platform. Pat is also responsible for our Advanced Planning Group, Training, and Technology teams that help advisors realize the power of MyAdviceArchitect and MoneyGuidePro.
He has held numerous leadership positions over the past three decades with Fidelity Investments and Citizens Bank in Boston. His experience spans wealth management and institutional brokerage; he has a deep understanding of the needs of High Net Worth Families, Institutions, Endowments, and Foundations, while serving advisors.
Over his 30+ years in financial services, Pat has held numerous leadership roles in sales and relationship management, marketing, operations and product management. Pat has been recognized as an innovative leader who inspires others to achieve greatness and delivers results. His commitment to excellence and collaborative style of leadership has contributed to his success.
Pat acquired an MBA from Northeastern University after completing his undergraduate studies at St. Francis Xavier University in Nova Scotia, Canada. He also completed the Leadership Program at the University of Pennsylvania’s Wharton Executive Leadership. He also holds FINRA Series 6, 7, 24, and 63 licenses.