Patrick Willoughby

About Patrick Willoughby

As Chief Operating Officer at Beese Fulmer, a private, independent Registered Investment Adviser based in Canton, Ohio, I help ensure our firm runs smoothly so our clients can enjoy peace of mind when it comes to their wealth.I specialize in aligning people, processes, and technology to deliver an exceptional client experience—whether that’s managing vendor relationships, overseeing complex projects, or solving operational challenges behind the scenes. My focus is always on efficiency, clarity, and client-first service.With a background in both project execution and relationship management, I bring a balanced approach to leadership and continuous improvement. I work closely with our team to support high-net-worth individuals and institutions with thoughtful, secure, and customized service.Specialties:Leadership | Business Operations | Vendor Management | Project Management | Internal & External Client Relations | Corporate Operations

Experience

1. Chief Operating Officer

   Beese Fulmer

   Jun 2024 — Present · Canton, OH, US

   We are a private, independent Registered Investment Adviser based in Canton, OH serving both families and institutions. Since the Firm was founded in 1980, we have operated with a rational investment philosophy grounded in long-term ownership of carefully selected high quality companies with predictable growth, sustainable earnings, and disciplined capital allocation.

Education

• Miami University

  BA, Public Relations, Marketing

  1993 — 1997

Skills

• Sem
• Operations Management
• Leadership
• Customer Relationship Management (Crm)
• Customer Relations
• Online Advertising
• Marketing Communications
• Social Media
• Vendor Partnerships
• Account Management
• Management
• Superior Client Service
• Project Planning
• Project Management
• Customer Service
• Web Development
• SEO
• Email Marketing
• Vendor Management
• Online Marketing
• Marketing
• Training
• New Business Development
• Business Strategy
• Digital Strategy