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 securities licenses 22 and 63.
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.