Profiel
Mr. Patrick J.
Deeg is a Principal at Marks Group Wealth Management, Inc. After nearly two decades of advising clients, he remains committed to honing his skillset and finding new ways to add value to the families he serves.
He leads firm’s new business initiatives and spends most of his time creating complex solutions for high-net-worth families and institutions.
Mr. Deeg was previously employed as a Financial Advisor by Edward D.
Jones & Co. LP (Investment Management).
He received a B.A. in Business Management and Marketing from St. Mary’s University in Winona, MN.
Actieve functies van Pat Deeg
| Bedrijven | Functie | Begin |
|---|---|---|
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group believes disciplined investment management is key to delivering the highest probability of long-term success. They offer diverse investment strategies, each fully liquid and actively managed. | Lid van de Investeringscommissie | 01-12-2010 |
Eerdere bekende functies van Pat Deeg
| Bedrijven | Functie | Einde |
|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | 30-11-2010 |
Opleiding van Pat Deeg
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
St. Mary's University of Minnesota
St. Mary's University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group believes disciplined investment management is key to delivering the highest probability of long-term success. They offer diverse investment strategies, each fully liquid and actively managed. | Finance |
















