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Role and Company
President, KAG, LLC
Expertise
36 years experience in financial services
Location
Boca Raton, FL
About Patrick
My son is currently serving; US Army, Medical Branch. I have been in the financial services industry for more than three decades. Holding most senior executive positions; including, the CEO of a bank and Managing Director of one of the largest fixed income businesses in the world. I am semi-retired; selectively applying my experience in areas of keen interest.
Patrick has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
4 years ago
Wise and Deliberate Investing/A Career in the Securities (or banking) Industry
Perhaps a career in the securities (or banking) industry is of interest. If so, here are some core principles to...
4 years ago
Starting a new career as a financial advisor
As a financial advisor you’ll need to obtain a series 7 license as well as others, but the 7 is the...
4 years ago
I would be happy to assist you. I have had a 37 year (and counting) career in finance. I can be...