Patrick Lundy, Cfp®
About Patrick Lundy, Cfp®
Patrick Lundy, CFP®, serves as the Senior Vice President and Branch Manager at Oak Ridge Financial, a position he has held since 2016. He has a background in finance and economics, with previous roles at U.S. Bancorp Investments and Federated Investors.
Work at Oak Ridge Financial
Patrick Lundy has served as the Senior Vice President and Branch Manager at Oak Ridge Financial since 2016. In this role, he oversees branch operations and contributes to the strategic direction of the firm. His responsibilities include managing client relationships, leading a team of financial professionals, and ensuring compliance with industry regulations. Lundy's experience in financial services supports his leadership position within the organization, allowing him to effectively guide both clients and staff.
Previous Experience at U.S. Bancorp Investments, Inc.
Before joining Oak Ridge Financial, Patrick Lundy worked at U.S. Bancorp Investments, Inc. as a Vice President and Financial Advisor from 2012 to 2016. During his four years in the Greater Minneapolis-St. Paul Area, he provided financial planning and investment advice to clients, helping them achieve their financial goals. His role involved analyzing market trends and developing tailored investment strategies.
Career at Federated Investors
Patrick Lundy was employed at Federated Investors as the Regional Marketing Director from 1998 to 1999. In this position, he was responsible for overseeing marketing strategies and initiatives within the region. His work focused on promoting investment products and enhancing brand visibility in the financial services market.
Investment Sales Management Experience
Prior to his role at U.S. Bancorp Investments, Patrick Lundy worked as an Investment Sales Manager at USBancorp Investment Inc from 1995 to 1998. During this three-year period in the Yakima, Washington Area, he managed sales operations and developed strategies to drive investment product sales. His experience in sales management contributed to his understanding of client needs and market dynamics.
Education in Economics
Patrick Lundy studied at Portland State University, where he earned a degree in Economics. This educational background provided him with a strong foundation in financial principles and economic theory, which he applies in his professional roles. His understanding of economic factors enhances his ability to advise clients on investment decisions and financial planning.