What is Cfa Patrick Masso Cfp email address?

Cfa Patrick Masso Cfp's primary email address is ******@hbtbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfa Patrick Masso Cfp work for?

Cfa Patrick Masso Cfp is a Senior Vice President, Director of Portfolio Management & Financial Planning at Heartland Bank and Trust Company, a company specializing in National commercial banks.

Where Cfa Patrick Masso Cfp graduated from?

Cfa Patrick Masso Cfp holds a degree in Finance from Bradley University.

How can I directly contact Cfa Patrick Masso Cfp?

To contact Cfa Patrick Masso Cfp directly, you can use the email address ******@hbtbank.com. Complete contact information is available upon registration with Muraena.

Who is Cfa Patrick Masso Cfp?

Patrick Masso is a seasoned financial planner and portfolio manager based in Peoria, Illinois, specializing in wealth management for retirees and pre-retirees. With a strong background in alternative investments and financial analysis, he has successfully managed substantial client portfolios, demonstrating a commitment to personalized financial strategies. His leadership roles in various financial institutions showcase his ability to enhance investment processes and client relationships. Patrick's academic accolades, including graduating Summa Cum Laude, reflect his dedication to excellence in finance. He actively participates in investment committees and has been recognized with multiple awards for his contributions to the field. Beyond his professional expertise, Patrick is passionate about aligning client values with effective investment strategies. His experience spans both individual and institutional clients, making him a versatile asset in the financial services industry.