Associate, Business Development
Patrick serves as the Sales Development Representative for Mariner Advisor Network. Before joining The Network, Patrick specialized in project management and sales in the residential and commercial real estate industry. Prior to this, he spent over a decade working for LPL Financial’s operations team, where he took great pride in being a dedicated resource for transitioning advisors. He established investment accounts that required a higher compliance review and was the subject matter expert for his team. When not directly assisting advisors, Patrick also served as a project lead and technical writer, creating training programs and manuals for employees and interdepartmental workflows.
A native of Colorado, Patrick moved to California 15 years ago. He lives in coastal North County San Diego with his wife and two young sons. His free time is centered around his family, writing, and the beach.