Education & Designations
Patrick is a graduate of the Carlson School of Management at the University of Minnesota – Twin Cities, earning a Bachelor of Science in Finance and Management Information Systems (MIS), along with a minor in Business Analytics.
He has completed his SIE, Series 66, and Series 7 licenses and plans to pursue the Certified Financial Planner™ designation as he continues to build and expand his expertise in the financial services industry.
A Foundation for Client Service
Patrick’s internships and consulting experience have equipped him to work effectively with a wide range of clients, always with an emphasis on building meaningful, long‑term relationships. His strong attention to detail, analytical mindset, and commitment to understanding each client’s needs position him for a promising career at Baird and make him a valuable resource to both clients and colleagues.
What Shapes His Work
Originally from Wisconsin, Patrick recently returned to the area after completing his studies in Minnesota. Prior to joining Baird, he gained valuable experience in consulting, where he developed strong client‑relationship skills and a talent for solving complex business challenges—experience that translates seamlessly into supporting clients through their financial decisions.
Outside of work, Patrick enjoys staying active year‑round, especially through golf and other sports. He is a dedicated fan of both the Milwaukee Bucks and Green Bay Packers and values time spent with his parents and younger brother.