Patrick Wilkie
Director, Financial Advisory at ClearPath Business Advisors- Claim this Profile
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Bio
Kristopher Aure
Patrick was a very reliable teammate during group projects at Cal Poly Pomona. He would always be first to put his head down and get to work. His attention to detail was superb which makes him the perfect devil's advocate! In team situations he is a perfect teammate.
Kristopher Aure
Patrick was a very reliable teammate during group projects at Cal Poly Pomona. He would always be first to put his head down and get to work. His attention to detail was superb which makes him the perfect devil's advocate! In team situations he is a perfect teammate.
Kristopher Aure
Patrick was a very reliable teammate during group projects at Cal Poly Pomona. He would always be first to put his head down and get to work. His attention to detail was superb which makes him the perfect devil's advocate! In team situations he is a perfect teammate.
Kristopher Aure
Patrick was a very reliable teammate during group projects at Cal Poly Pomona. He would always be first to put his head down and get to work. His attention to detail was superb which makes him the perfect devil's advocate! In team situations he is a perfect teammate.
Credentials
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Certified Valuation Analyst (CVA)
National Association of Certified Valuators and Analysts (NACVA)May, 2022- Sep, 2024 -
Certified Management Accountant (CMA)
Certified Management Accountant: CMA®May, 2020- Sep, 2024
Experience
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ClearPath Business Advisors
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United States
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Financial Services
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1 - 100 Employee
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Director, Financial Advisory
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Jul 2022 - Present
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Director of Research and Analytics
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Mar 2021 - Jul 2022
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Senior Analyst and Consultant
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Sep 2018 - Mar 2021
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Junior Analyst and Consultant
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May 2018 - Sep 2018
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Advisor Partners, LLC
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United States
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Investment Banking
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Financial Analyst
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Oct 2017 - Dec 2017
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Self-Employed
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Real Estate
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1 - 100 Employee
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Equity Trader
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Apr 2014 - Sep 2017
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Claremont Unified School District
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Assistant Debate Coach
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Dec 2012 - Apr 2014
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Education
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2015 - 2017
California State Polytechnic University-Pomona
Bachelor of Science -
2013 - 2015
Citrus College
Community
