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Patrick Shepherd
Associate Wealth Advisor / Tax Advisor at Corient
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Work Experience
Associate Wealth Advisor / Tax Advisor
Nov 2022 - Present · 2 years and 1 months
Solar Consultant
Jun 2021 - Oct 2022 · 1 years and 4 months
Staff Accountant
Apr 2018 - May 2021 · 3 years and 1 months
Company Details
201-500 Employees
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model is designed to foster professional collaboration to deliver the highest level of client excellence. As fiduciaries, we always put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing legacies that last for generations. Full legal disclosures: https://www.corient.com/privacy-policy
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Miami, US
Keywords
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