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Patrick M. Bolchoz
80 Maiden Lane, Suite 1205
New York, NY 10038

352-262-3398 (Office)

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Introduction

Patrick Bolchoz began his career at Franklin Templeton Investments, graduating from their Executive in Training Program into a role as an Equities Trader in South Florida.  From there, he moved to NYC with Knight Capital Group as Vice President of Sales & Trading. He then worked as Director of Sales in the agency world in experiential and events marketing before taking the head of sales role on the Associated Press’s commercial content division team.  He has since moved back into Wealth Management, where he is Director/Registered Investment Advisor Representative at Caerus Investment Advisors – he specializes in post-settlement and wealth planning for personal injury victims, as well as other high net-worth clientele.  

Personal

In his spare time, Patrick focuses on the veteran suicide epidemic as it relates to post-traumatic stress through the organization that he co-founded, “Operation: Heal Our Heroes.”

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