Patrick is a Duquesne University senior studying finance and accounting at the Palumbo-Donahue School of Business. He joins the Aptus Wealth Planning Team as our Intern.
Patrick will help with special projects geared toward providing us with support while being introduced to the different areas of financial planning. He will assist in record-keeping and retention, inorganic growth and other special opportunities. He will also focus on understanding our clients’ specific goals and objectives, investment processes, proactive planning and interpersonal interactions.
In his free time, Patrick enjoys spending time with friends and family, watching his home team, the Buffalo Bills, and staying active by playing basketball or enjoying a day of golfing. He intends to pursue a post-graduate degree upon completing his undergraduate studies.