Pat Rosvold
Vice President | Financial Advisor at CAPTRUST
- Role
- Vice President Financial Advisor at CAPTRUST
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Pat Rosvold
I joined CAPTRUST in 2023 from QA Wealth Management. As a vice president and financial advisor, I primarily serve Big Four tax, audit, and consulting professionals. I have worked in the industry since 2016, designing and implementing plans to achieve clients’ financial goals and objectives.I hold a Bachelor of Arts degree in economics from Gustavus Adolphus College. When I\'m not at the office, I enjoy hunting, traveling, fishing, boating, and spending time with family and friends
Experience
Vice President Financial Advisor
Apr 2023 — Present · Minnetonka, MN, US
Education
Gustavus Adolphus College
Bachelor of Arts - BA, Economics
2012 — 2016
Skills
- Time Management
- Public Speaking
- Customer Service
- Teamwork
- Research
- Leadership
- Microsoft Office
- Social Networking
- Social Media Marketing
- Microsoft Word
- Event Planning
- Social Media
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