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Prior to joining Mariner Wealth Advisors, he worked as a wholesaler for multiple firms over an eight-year period. In this role, he consulted with Wirehouse, independent and RIA financial advisors across the country. He has significant experience with emerging market mutual funds, ETFs, SMAs and REITs. Prior to that, he spent five years with Fidelity Investments as a financial consultant. Patrick worked with individuals and families providing financial planning services and investment guidance.