Senior Analyst and Consultant
Pat joined the ClearPath family in early 2018 and is focused on financial projects, including cashflow forecasts, financial modeling, P&L forecasts, research and project management. Prior to ClearPath, Pat was a financial analyst and equities trader, where he developed, automated and applied complex financial analyses and forecast models, allowing him to identify key performance indicators and presenting clear and actionable results to decision-makers.
Pat is an active member of the Cal Poly Pomona Alumni society, particularly focused on improving the educational and career opportunities open to current Finance students.
Pat holds a Bachelor of Science in Finance from Cal Poly Pomona. In his spare time, Pat enjoys baking.
❝I love that everyone at ClearPath truly cares about their clients. Aligning our goals and objectives with those of our client ensures that our work will always move them in the direction they want to go. A win for our clients is a win for us.❞