Annual Summer Conference and Investment Conference

Todd Patrick has been working with financial institutions in the securities industry since 1995. He actively participates with helping institutions manage their investment portfolios, funding needs, and interest rate risks. He has extensive knowledge in these fields along with the economic climate and balance sheet management strategies. Todd has spoken at numerous investment conferences and has served on the faculty of various banking schools. He is currently on the faculty of the University of Wisconsin’s Graduate School of Banking and the Financial Managers School. In addition, he had led internal training sessions at institutions like the OCC, FDIC, and the FHLB. Todd is a Chartered Financial Analyst (CFA) and holds licenses with the MSRB and FINRA.