As the Operations Specialist at Chicory Wealth, I help with the tasks and workflow of the company. I help with opening accounts, account maintenance, third party communications, money movements, technology assistance, as well as other administrative duties. My background comes from management in multiple fields such as General Manager for Majestic Diner (Atlanta) and Touring Manager for Maverick Records (Los Angeles). I work diligently to help our clients have a smooth transition into financial and spiritual growth.

A balanced life for me includes playing with my daughter Liv, traveling with my wife Joanna, building a campfire with friends, exercising at the gym, and playing the drums.

 

Shane Patrick
Operations Specialist