Patrick L Brown is a high-skilled professional, that works in Willow Financial Services on the position of Partner from 2006. This person gained professional experience in more than four positions at various companies. Patrick L Brown went to the Loyola University Maryland and was studying from 1971 to 1976. Patrick has such qualifications as Certified Senior Advisor. Baltimore, Maryland is the area, where the professional was lastly known to be located. This professional's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Pat Brown,
Paddy Brown,
Patsy Brown,
Rick Brown
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 11, 2022
Email
pb**@cpminvestments.com
Location
Baltimore, MD
Company
Willow Financial Services
Workplace
Partner
Work History
Partner
Was a partner in a practice that served the benefit needs of the home care industry. Defined benefit plans, 401K plans, and health insurance. Partner retired in 2013.
Jan 2006 — Jan 2013
Partner at Capital Portfolio Management, Inc
Lutherville Timonium, MD
Capital Portfolio Management, INC is a full service Boutique style brokerage firm with a client first philosophy. CPMI specializes in helping clients reach their financial goals. We offer a ...
from Jan 2013
Vice President-Small Business Us
Managed distribution network for Life Insurance, Property and Casualty
1986 — 1996
Education
1971 — 1976
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Strategic Financial Planning
Retirement Planning
Financial Analysis
Insurance
Risk Management
Retirement
Asset Managment
Portfolio Management
Asset Management
Loans
Business Development
Financial Services
Wealth Management
Life Insurance
Securities
Finance
Strategic Planning
Sales
Business Strategy
Due Diligence
New Business Development
Management
Mergers and Acquisitions
Start Ups
Mutual Funds
Estate Planning
Series 7
Investment Advisory
Financial Advisory
Small Business
401K
Executive Management
Fixed Annuities
Iras
Financial Planners
Asset Allocation
Disability Insurance
Long Term Care
Mortgage Lending
Employee Benefits
Pensions
Health Insurance
Term Life Insurance
Equities
Venture Capital
Underwriting
Credit
Financial Modeling
Valuation
FAQs about Patrick L Brown
What's the main profession of Patrick L Brown?
Patrick L Brown is a Partner at Capital Portfolio Management, Inc.
What are the profession of The professional?
These person's professions are Executive and Partner
Where does Patrick L Brown live?
Patrick L Brown currently lives in Baltimore, Maryland.
What is Patrick L Brown's email?
The professional's email is pb**@cpminvestments.com.
How many companies did Patrick L Brown work at?
The professional worked at four jobs.
What education does Patrick L Brown have?
Patrick studied at the Loyola University Maryland from 1971 to 1976.
What are the certifications of Patrick L Brown?
This professional received the following certifications: Certified Senior Advisor.
What languages does Patrick L Brown speak?
Patrick L Brown speaks Latin.