Patrick Smedley

Patrick Smedley

Operations Intern

Followers of Patrick Smedley613 followers
location of Patrick SmedleyWashington DC-Baltimore Area

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  • Timeline

  • About me

    Associate Manager, Financial Advisor at Tristate Financial Advisors

  • Education

    • University of Mary Washington

      2019 - 2023
      Bachelor of Business Administration - BBA Business Administration and Management, General

      Activities and Societies: Member of Intercollegiate Men’s Basketball Team Sports Management MinorFinancial and Quantitative Analysis Minor

  • Experience

    • Hoop Group

      May 2022 - Aug 2022
      Operations Intern
    • Tristate Financial Advisors

      Jul 2023 - now
      • Associate Manager, Financial Advisor

        Oct 2024 - now
      • Associate Manager, Associate Financial Advisor

        Apr 2024 - Oct 2024
      • Junior Financial Consultant

        Jul 2023 - Apr 2024
  • Licenses & Certifications

    • Virginia Life and Annuities Insurance

      Bureau of Insurance Commonwealth of Virginia
      Jul 2023
    • Series 63

      FINRA
      Mar 2024
    • Series 6

      FINRA
      Mar 2024
    • Series 65

      FINRA
      Jun 2023
    • Securities Industry Essentials (SIE)

      FINRA
      May 2023