Patrick Surdy

Financial Advisor

Role
Financial Advisor at Edward Jones
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Patrick Surdy

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Experience

  1. Financial Advisor

    Edward Jones

    Jan 2016 — Present

Education

  • Miami University

    BS

    1990 — 1994

Skills

  • Financial Modeling
  • Auditing
  • Financial Analysis
  • Internal Controls
  • Business Process Improvement
  • Management
  • Budgets
  • Finance
  • Process Improvement
  • Accounting
  • Strategic Planning
  • Financial Reporting
  • Internal Audit
  • Mergers

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Patrick Surdy — Financial Advisor at Edward Jones in Cleveland, OH, US | Unifers