Patrick Martin

Patrick Martin is a seasoned professional in wealth management and financial services, currently serving as a Wealth Management & Tax Analyst at Quantis Wealth Management since January 2024. Prior to this role, Patrick spent over a decade at PwC, advancing through various positions from Winter Assurance Intern to Personal Financial Services Senior Associate, and ultimately to Assurance Senior Manager. Patrick's educational background includes an Executive Financial Planner Advanced Certificate from San Diego State University, an MBA in Accounting from George Mason University, and a Bachelor's of Science in Accounting from the same institution.