Patrick Lynch in

Patrick Lynch

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COO, Financial Services Investment Banking at Raymond James
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
18 Years
Current Role
COO, Financial Services Investment Banking
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

How Patrick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Patrick cares about

Strategic Priorities
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Career

Work history

10-2021
COO, Financial Services Investment Banking
Raymond James
7-2017 - 10-2021
Strategic Accounts
Raymond James
7-2015 - 7-2017
Vice President, Corporate Development
Raymond James
8-2013 - 7-2015
Assistant to the Chairman
Raymond James
7-2005 - 7-2011
Analyst
Mercer Capital
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2013
MBA
Northwestern University - Kellogg School of Management
BA
The University of the South
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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