Patrick Means
VP - Branch Manager, Dallas Park Cities & North Dallas: Helping clients own their tomorrow
- Role
- VP - Branch Manager at Charles Schwab
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Patrick Means
As a Schwab VP - Branch Manager in Dallas Park Cities, I lead a team of Financial…
Experience
VP - Branch Manager
Sep 2020 — Present · Dallas, TX, US
Education
Rutgers University–New Brunswick
Bachelor of Arts (B.A.)
Monmouth University
Master of Business Administration (M.B.A.)
Skills
- Investment Advisory
- Portfolio Management
- Series 66
- Wealth Management
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Series 7
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