Role and Company
President, KAG, LLC
36 years experience in financial services
Boca Raton, FL
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.
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Articles by Patrick
one month 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...
Patrick's Recent Answers
8 days 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...
22 days ago
A Career in Finance
I would be happy to assist you. I have had a 37 year (and counting) career in finance. I can be...