Patrick Wilkie

Patrick Wilkie

CVA, CMA
Danville, California, United States

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Work Experience

ClearPath Business Advisors

Director, Financial Advisory

2022-07-01 - Present

Advisor Partners, LLC

Financial Analyst

2017-10-01 - 2017-12-01

Self-Employed

Equity Trader

2014-04-01 - 2017-09-01

Claremont Unified School District

Assistant Debate Coach

2012-12-01 - 2014-04-01

Skills

m a strategy financial & operational consulting marketing value realization program strategic planning sales & operations planning cash flow forecasting bank packages valuation reporting talent optimization recruiting people strategy debt management hiring valuations salability assessments esops popeye plan cfo services i o psychology business consulting consulting team dynamics predictive index organizational effectiveness

Languages

English