David Patneaude
Program Coordinator
Office: 518.730.9040
Email: david.patneaude@lpl.com
1187 Troy Schenectady Road, Latham, NY 12110
Get to know Dave.Dave is Sunmark Wealth Management’s Program Coordinator, supporting the investment department and advisors. He comes to Sunmark Wealth Management with extensive experience in account management, sales support, and procurement. He holds a B.S. in Marketing Management from the Martin J. Whitman School of Management at Syracuse University..
What is the most inspiring part of your job?
I enjoy being able to support those who have a direct impact on someone’s future. Knowing that we are part of the reason they may reach their financial goals is a rewarding feeling.
Finish this sentence: “On a typical weekend, you can usually find me…”
Spending time with my family and dog. I am also an avid skier and woodworker - I try to take part in those activities as much as possible..
What is one quote you live by?
"If you always do what you always did, you will always get what you always got.”
What was your proudest moment?
Becoming a father.
How would colleagues describe you?
Organized, reliable, and helpful.
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