Patrick Cummings is a Strong Finance leader with 13+ years of stewarding organizations through periods of transition and growth and a hybrid finance and accounting professional, who connects the dots between business objectives and the financial impact on the business to help empower profitable data driven decisions. Patrick has a robust balance of technical acumen and strategic planning with a deep accounting knowledge and understanding of financial analysis. He is effective in partnering with leadership teams and diverse ownership groups to spearhead change.
Listen to this insightful RIA episode with Patrick Cummings about his financial advising expertise!
Here is what to expect on this week’s show:
- How Patrick built his clientele and built his business from going door to door.
- How Patrick became a wealth management advisor.
- Patrick’s financial advice for families and how he advises them to create a type of generational revenue.
Connect with Patrick:
Guest Links:
LinkedIn- https://www.linkedin.com/in/patrick-cummings-4896641a/
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