Patrick Carroll, AIF®

Patrick Carroll, AIF®

Senior Client Service Consultant

Followers of Patrick Carroll, AIF®525 followers
location of Patrick Carroll, AIF®Roanoke, Virginia, United States

Connect with Patrick Carroll, AIF® to Send Message

Connect

Connect with Patrick Carroll, AIF® to Send Message

Connect
  • Timeline

  • About me

    Senior Client Service Consultant

  • Education

    • University of Maryland College Park

      1999 - 2003
      Bachelor’s Degree Marketing- Robert H. Smith School of Business

      Activities and Societies: Phi Chi Theta Professional Business Fraternity

  • Experience

    • CBIZ

      Nov 2008 - now
      Senior Client Service Consultant
  • Licenses & Certifications

    • AIF®- Accredited Investment Fiduciary

      Fi360, A Broadridge company
      Oct 2021
  • Volunteer Experience

    • Coach- Youth Sports

      Issued by Hidden Valley Youth Sports on Jun 2013
      Hidden Valley Youth SportsAssociated with Patrick Carroll, AIF®
    • Coach- Youth Sports

      Issued by Elkridge Youth Organization on Jun 2009
      Elkridge Youth OrganizationAssociated with Patrick Carroll, AIF®