Patrick Burke

Patrick Burke

Senior Wealth Strategy Associate @ UBS

About Patrick Burke

Patrick Burke serves as a Senior Wealth Strategy Associate at UBS, where he has worked for over a decade. His background as an Intelligence Analyst in the US Army complements his expertise in wealth management, particularly in the Greater Chicago Area.

Work at UBS

Patrick Burke has been with UBS for over a decade, serving as a Senior Wealth Strategy Associate since 2013. In this role, he provides wealth strategy services to clients in the Greater Chicago Area. His extensive experience at UBS allows him to leverage his skills in wealth management effectively.

Education and Expertise

Patrick Burke studied at DePaul University, where he earned a Bachelor of Science in Business with a focus on Finance and Accounting from 2011 to 2014. His educational background equips him with the necessary knowledge to navigate the complexities of wealth management and financial planning.

Background

Before joining UBS, Patrick Burke served in the US Army as an Intelligence Analyst from 2007 to 2011. This experience provided him with a strong foundation in intelligence analysis, which he applies to his strategic approach in wealth management.

Professional Experience

With over 11 years of experience in wealth strategy, Patrick Burke has developed a comprehensive understanding of client needs in the financial sector. His military background in intelligence analysis contributes to his ability to assess and strategize effectively for wealth management.

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