Patrick P. Shannon, Jr.
Associate Vice President – Investments
Patrick, Jr. is a fourth-generation financial services professional and a proud fifth generation born San Franciscan. He spent his childhood in beautiful Redding, CA where he adopted a true love of the outdoors.
Patrick, Jr. graduated from Sacramento State University. After college graduation, Patrick followed in the family footsteps and joined the financial industry, working with Franklin Templeton Investments in Sacramento. He spent the first four years of his career there, where he worked primarily with actively managed investments and mutual fund strategies. In 2015, he joined BlackRock, one of the largest asset management companies in the world, working with their iShares franchise in San Francisco. There, he garnered insight from over 2,000 financial advisors, working mainly with passive investments and Exchange Traded strategies. Throughout his seven years in the industry, Patrick has acquired his Series 6, 7, 63, 66 registrations and his California and other state’s Insurance Licenses.
In early 2017, Patrick joined his Father. Prior to this, it had always been a dream for Patrick and his Father to create a family business where they served other hard working families. With the creation of their professional team, they are well positioned to do so. They firmly believe their team understands client’s specific needs and goals, through enlightened collaboration and investment planning. They are successful at serving multi-generational families; in part, because they are a multi-generational group.
During Patrick’s free time, he lives an active lifestyle. A few hobbies he enjoys include hiking, fishing, cooking, traveling, and playing basketball. Patrick lives in Sacramento, where he is close to many family members. Patrick, Jr. strongly feels the most important thing in life, is to spend time with your closest friends and family.
California Department of Insurance License number is: 0M21193
Registered States: TX, CA, WI, WA, VA, PA, OR, NY, NV, ND, NC, MT, MO, MN, MD, MA, IL, ID, HI, FL, DE, CT, CO, AZ; General Securities Representative; Investment Financial Advisor
NMLS#: 1685003
CA Insurance License #: 0M21193
Patrick, Jr. graduated from Sacramento State University. After college graduation, Patrick followed in the family footsteps and joined the financial industry, working with Franklin Templeton Investments in Sacramento. He spent the first four years of his career there, where he worked primarily with actively managed investments and mutual fund strategies. In 2015, he joined BlackRock, one of the largest asset management companies in the world, working with their iShares franchise in San Francisco. There, he garnered insight from over 2,000 financial advisors, working mainly with passive investments and Exchange Traded strategies. Throughout his seven years in the industry, Patrick has acquired his Series 6, 7, 63, 66 registrations and his California and other state’s Insurance Licenses.
In early 2017, Patrick joined his Father. Prior to this, it had always been a dream for Patrick and his Father to create a family business where they served other hard working families. With the creation of their professional team, they are well positioned to do so. They firmly believe their team understands client’s specific needs and goals, through enlightened collaboration and investment planning. They are successful at serving multi-generational families; in part, because they are a multi-generational group.
During Patrick’s free time, he lives an active lifestyle. A few hobbies he enjoys include hiking, fishing, cooking, traveling, and playing basketball. Patrick lives in Sacramento, where he is close to many family members. Patrick, Jr. strongly feels the most important thing in life, is to spend time with your closest friends and family.
California Department of Insurance License number is: 0M21193
Registered States: TX, CA, WI, WA, VA, PA, OR, NY, NV, ND, NC, MT, MO, MN, MD, MA, IL, ID, HI, FL, DE, CT, CO, AZ; General Securities Representative; Investment Financial Advisor
NMLS#: 1685003
CA Insurance License #: 0M21193