Patrick Fraioli

Principal at Fryman Consulting

Role: Investor Principal & Board Member at CG Financial Services
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Patrick Fraioli

25+ years working with companies possessing disruptive technologies and business models. Equally comfortable in a management, board, investor or advisory role, whether for e-commerce or bricks-n-mortar companies. Substantive Experience & Focus: Data Privacy & Cybersecurity; Angel & Impact Investing; E-Commerce & Digital Publishing; Real Estate Investing & Management; Intellectual Property & Trade Secrets; Mobile Apps; HIPAA; Private Equity, Venture Capital & Private Placement Programs, Merchant Services, Renewable Energy Systems; Sustainability Programs.

Experience

Investor Principal & Board Member
CG Financial Services
Jan 2019 — Present · Las Vegas, NV, US
Member of 3-Person Leadership Team of FinTech Co. that simplifies business payments and turbo-charges business marketing & promotions.

Education

Fordham Preparatory School
Diploma
1977 — 1981
Georgetown University
B.A.
1981 — 1985
University of Chicago Law School
J.D.
1985 — 1988

Contact information

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Work email
•••••@mycgfinancial.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••95

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Current company

CG Financial Services

Financial Services · 78 employees · Founded 1999 · Haslett, Michigan, United States

CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

mycgfinancial.com

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About Patrick Fraioli

Experience

Investor Principal & Board Member

Education

Fordham Preparatory School

Georgetown University

University of Chicago Law School

Find verified contacts for anyone on LinkedIn