What is Patrick V Masso email address?

Patrick V Masso'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 Patrick V Masso work for?

Patrick V Masso is a Senior Client Associate at Heartland Bank and Trust Company.

Where Patrick V Masso graduated from?

Patrick V Masso holds a degree in from Bradley University.

How can I directly contact Patrick V Masso?

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

Who is Patrick V Masso?

Patrick V Masso is a seasoned financial planner based in Dunlap, Illinois, specializing in comprehensive financial strategies for high-income professionals and those nearing retirement. With a robust background in portfolio management and a strong focus on tax-efficient income streams, he guides clients through the complexities of financial planning with clarity and confidence. Patrick leads a dedicated team at Heartland Bank and Trust Company, where he is instrumental in enhancing portfolio management processes through innovative technology solutions. His expertise spans various domains including risk management, estate planning, and investment strategies, all tailored to meet the unique needs of his clients. He is committed to fostering long-term relationships, ensuring that clients feel supported as their financial situations evolve. Patrick's academic credentials include a Bachelor of Science in Finance from Bradley University, where he graduated with a perfect GPA. Fluent in Spanish, he brings a diverse perspective to his practice, appealing to a broader clientele.