Patrick Minskey
- Role
- Private Wealth Manager at Experienced Wealth Management
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patrick Minskey
Over the last 20 years, I have helped hundreds and hundreds of families set up plans to…
Experience
Private Wealth Manager
Apr 2018 — Present
When it comes to my client\'s wealth, I have their back and aim to keep them on track.
Education
University of Wisconsin–Oshkosh
MBA, Business Administration, Finance
University of Wisconsin–Oshkosh
Bachelor of Science, Quantitative Economics
Skills
- 401k
- Wealth Management
- Insurance
- Asset Allocation
- Retirement Planning
- Economics
- Tax-Advantaged Investments
- Finance
- Investment Strategies
- Investment Advisory
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