Patrick has over 35 years of experience in the commercial real estate industry. Patrick began his career in commercial real estate financing first with Union Bank then with Heller Financial, CIT, US Bank, and, lastly with Wachovia Bank. After 20 years on the financing side, Patrick obtained his real estate agents license and began his career in investment real estate sales first with Sperry Van Ness, then with Marcus and Millichap, and then with KW (Keller Williams) Commercial before obtaining his real estate brokers license and forming his own company, Legacy Investment Real Estate.
Legacy Investment Real Estate focused primarily on clients in a 1031 exchange offering clients both direct real estate investments in single tenant net lease properties as well as securitized real estate investments. Patrick holds both a California State Real Estate Brokers License as well as Series 22 Direct Participation Limited Representative and Series 63 Uniform Securities State Law.
Patrick joined Bangerter Financial in order to broaden the scope of real estate investment products he could offer his clients as well as to leverage the technology provided by Concorde Financial and Bangerter Financial in order to enhance the client experience and offer more real estate investment options in securitized real estate to his clients. Patrick graduated with a bachelor’s degree from San Jose State University and subsequently earned an MBA from St. Mary’s College in Moraga.
Patrick has been a member of several rotary clubs for a total of 30 years and is currently a member of the Rotary Club of Fair Oaks where he is active in Interact. Within Rotary, Patrick has been a director at two clubs and served as chairman of many committees.