Patrick specializes in helping owners and founders of privately held companies position and ultimately transition the ownership of their company. Patrick has advised shareholders nationwide in a variety of industries including manufacturing, distribution, consumer products, food & beverage, technology and business services.
Prior to joining Rainier; Patrick led a group within Morgan Stanley catering exclusively to middle market companies. His primary focus was facilitating sell-side transactions, and helping owners with pre-liquidity planning, deal execution, and post-deal wealth management. While at Morgan Stanley, Patrick was named to the firms Pace Setter’s Club, a global recognition for advisors who demonstrate the highest professional standards and first class client service. Patrick has also been a contributing author and guest speaker on the topic of how to successfully prepare a closely held business for transition.
Education and Credentials: Patrick holds a BA with honors in Organizational Management from Ashford University, where he graduated Cum Laude, and an AA in Business Management from Edmonds College. He has also obtained specialization certificates in financial planning, business supervision and management fundamentals as well as a series 7 and 65 from FINRA.
Patrick has has lived all over the Pacific Northwest from British Columbia Canada, to Washington and Oregon. He currently resides in Lake Oswego with his wife Holly, son Owen and 1 year old daughter Payton. In his free time he enjoys hockey, woodworking, spending time outdoors or visiting the cabin him and his wife built on the Skykomish River.