Patrick has an extensive background in accounting and brings with him over 15 years of experience.
Patrick joined GSB Wealth Management in 2019 and serves as the firm’s Office Manager. Patrick’s focus is on ensuring day-to-day operational tasks of the firm, such as account openings, money transfers, transfers of assets, billing, deposits, reporting, and accounting functions, are handled appropriately for our clients and the firm. He arrives at GSB Wealth Management with a background in operational accounting and corporate finance. He has over 15 years of experience in multiple industries, most notably for a Fortune 200 oil company serving as a Senior Accountant.
After growing up in the Orlando, Florida area, Patrick moved to Connecticut in 2005, to be closer to his wife’s family. He currently resides in Ivoryton, with his wife Jodi, and their 2 boys. He is an active member of the community, currently serving as Treasurer on the board of a local non-profit, The Community Music School. In the past, he has also served as a Financial Coach for a Women & Family Life Center and United Way joint budget coaching program. Patrick enjoys golf, snowboarding, and spending time at the beach with his wife and two boys.