Patrick Andrew Shea

Current Employers

Employment History

• 08/2018 → 05/2023
  Mount Saint Mary College
  Newburgh, NY
• 03/2023 → 01/2024
  Focused Wealth Management, Inc.
  Newburgh, NY
• 06/2013 → 06/2018
  Warwick Valley Central School District
  Warwick Valley, NY
• 07/2023 → 06/2024
  Securities America, Inc.
  Newburgh, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newburgh, NY
• 01/2024 → Present
  Focused Wealth Management, Inc.
  Newburgh, NY

Other Businesses

(1) 3/2023 Focused Wealth Management, Inc.; Investment Advisory Firm; Administrative Associate; 1/2024 Investment Adviser Representative; Investment Related; Newburgh, NY 12550; 160 hours/month; 8 hours during trading hours; administrative and clerical duties/servicing plan participants and clients by providing investment advice. (2) 1/2024 Independent Licensed insurance Agent; Investment Related; New York; Type of insurance sold: Life, Accident and Health Insurance. (3) WARWICK VALLEY COUNTRY CLUB GOLF AND GREENS COMMITTEE POSITION: Volunteer member NATURE: VOLUNTEER MEMBER ON GOLF AND GREENS COMITTEE AT WARWICK VALLEY COUNTRY CLUB INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2023 ADDRESS: 42 Oakland Ave, Warwick NY 10990 DESCRIPTION: Volunteer on the golf and greens committee to help plan club events and assist on course updates and maintenance of the course. (4) Shea Wealth Management, Inc: Position: Owner: Address - 77 The Knolls Warwick, NY 10990; Nature: S Corp for compensation purposes: Investment related: No: Number of hours per month: 3: Trading hours: 0.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-09