Pat Crowley

First Vice President Investments - Stifel @Stifel Financial Corp.

Winston-Salem, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

First Vice President Investments - Stifel @Stifel Financial Corp.

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Winston Salem, NC, US

EDUCATION

1998 — 2000

Queens University of Charlotte

Master of Business Administration (MBA)

1985 — 1990

University of North Carolina at Chapel Hill

Bachelor of Arts (BA)

SKILLS

Wealth Preservation PlanningTax-Efficient Strategies401k RolloversAsset AllocationInvestment StrategiesFinancial ServicesRetirement Plan ConsultingInvestments

ABOUT PAT CROWLEY

I have been in the financial industry for over thirty years, starting in 1992 with Wheat First Securities in Charlotte, NC. In 2001 I was asked to manage an office for UBS in Winston Salem. For the past several years I have been with Stifel in Winston-Salem.I spent my childhood in Hampton Bays, NY and left to pursue higher education and graduated from the University of North Carolina in 1990 with a bachelors degree in economics. I then went on to Queens University and graduated with my master\'s degree in business in Over thirty years I have developed my financial practice, focusing on investment planning. I donate the majority of my spare time coaching children\'s athletics; as the Head Football Coach at our neighborhood high school, RJ Reynolds and a variety of teams at the YMCA. I have four children: Will, Jane, Helen and Joe and me and my wife are devoted to spending family time as a Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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Pat Crowley — First Vice President Investments - Stifel at Stifel Financial Corp. in Winston-Salem, NC, US | Unifers