Cima Patrick Bischoff Rma Email & Phone Number | My team and I assist individuals and families who require strategies to help them maintain and growth their wealth. By utilizing a goals-based planning approach, our focus is on building an asset allocation model around your financial objectives. The resources of Merrill and Bank of America provide us tools for any situation that you and your family are facing. Locally, I work with various situational partners including Walker & Associates. Raised in the suburbs of New York City, I was always fascinated with Wall Street. Getting to the best firm on "The Street" isn't easy but thankfully my parents instilled a quest for knowledge, and work-ethic that my siblings and I took seriously. Athletics was a key driver in my upbringing; I'm a two-time marathon finisher and a USA Hockey Level 1 certified coach. Education and Certifications: • Certified Investment Management Analyst designation, an investment program developed by the Investments & Wealth Institute in conjunction with The Wharton School, University of Pennsylvania • Retirement Management Advisor designation awarded by the Investments & Wealth Institute • B.S. in Finance from George Mason University • M.S. in Finance from Colorado State University – Global I live in Leesburg, VA with my wife Sarah, three sons and golden-doodle, Bo. Community involvement, youth athletics, and traveling to the mountains or beaches keep us busy. Outside of family-life and work, I can be found on the golf course, working-out or walking around downtown Leesburg, typically to a coffee shop. Prior to starting at Merrill in 2002, I began my career at Manulife in Stamford, CT. *Investments & Wealth Institute (The Institute) is the owner of the certification marks CIMA and Certified Investment Management Analyst; RMA and Retirement Manager Advisor. Use of CIMA, and/or Certified Investment Management Analyst; RMA and/or Retirement Manager Advisor signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals. *Asset allocation does not ensure a profit or protect against loss in a declining market.

Cima Patrick Bischoff Rma

My team and I assist individuals and families who require strategies to help them maintain and growt...
Reston, Virginia, United States

*50 free lookup(s) per month.

No credit card required.

Cima Patrick Bischoff Rma’s Email patrick_bischoff@ml.com

Cima Patrick Bischoff Rma’s Phone Numbers

Get CIMA’s Phone Number (For Free)

Social Media

Cima Patrick Bischoff Rma’s Location Reston, Virginia, United States

Cima Patrick Bischoff Rma’s Current Industry Merrill Lynch Wealth Management

Cima Patrick Bischoff Rma’s Prior Industry

Not the Cima Patrick Bischoff Rma you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Merrill Lynch Wealth Management

Wealth Management Advisor, Senior Vice President

2002-04-01 00:00:00 - Present

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cima Patrick Bischoff Rma

Cima Patrick Bischoff Rma is located at
Reston, Virginia, United States

Cima Patrick Bischoff Rma is a My team and I assist individuals and families who require strategies to help them maintain and growth their wealth. By utilizing a goals-based planning approach, our focus is on building an asset allocation model around your financial objectives. The resources of Merrill and Bank of America provide us tools for any situation that you and your family are facing. Locally, I work with various situational partners including Walker & Associates. Raised in the suburbs of New York City, I was always fascinated with Wall Street. Getting to the best firm on "The Street" isn't easy but thankfully my parents instilled a quest for knowledge, and work-ethic that my siblings and I took seriously. Athletics was a key driver in my upbringing; I'm a two-time marathon finisher and a USA Hockey Level 1 certified coach. Education and Certifications: • Certified Investment Management Analyst designation, an investment program developed by the Investments & Wealth Institute in conjunction with The Wharton School, University of Pennsylvania • Retirement Management Advisor designation awarded by the Investments & Wealth Institute • B.S. in Finance from George Mason University • M.S. in Finance from Colorado State University – Global I live in Leesburg, VA with my wife Sarah, three sons and golden-doodle, Bo. Community involvement, youth athletics, and traveling to the mountains or beaches keep us busy. Outside of family-life and work, I can be found on the golf course, working-out or walking around downtown Leesburg, typically to a coffee shop. Prior to starting at Merrill in 2002, I began my career at Manulife in Stamford, CT. *Investments & Wealth Institute (The Institute) is the owner of the certification marks CIMA and Certified Investment Management Analyst; RMA and Retirement Manager Advisor. Use of CIMA, and/or Certified Investment Management Analyst; RMA and/or Retirement Manager Advisor signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals. *Asset allocation does not ensure a profit or protect against loss in a declining market.