Patrick Shea, MBA

Retirement Plan Service Associate

Mr. Shea currently works as a service associate in the Retirement Plan Division at Focused Wealth Management. He specializes in servicing retirement plans and provides comprehensive education to plan participants. His expertise lies in fostering client relationships while actively contributing to the education and well-being of plan participants, showcasing a dedication to the intricacies of retirement planning. He currently holds his Series 7, Series 66, and Life and Health Insurance licenses.

Patrick’s transition from an administrative role has provided him with a well-rounded understanding of various aspects of the financial industry, and his applications in daily operations have significantly contributed to his expertise.
As a Magna Cum Laude graduate from Mount Saint Mary College, he earned his Bachelor’s Degree in Business Management and Administration with a concentration in Finance, successfully completing his MBA this past May. His commitment to academic excellence was recognized by Mount Saint Mary College, as he was awarded the Excellence in Business Award in 2022 during his undergraduate program and the MBA Business Faculty Award for Academic Excellence in 2023.

Beyond his professional endeavors, Patrick actively contributes to his community and alma mater. He is an active member of the Warwick Valley Country Club’s golf committee, demonstrating his commitment to the club’s members and community involvement. Additionally, Patrick was the captain of the Mount Saint Mary Men’s Golf Team for 3 years and now volunteers as a coach, bringing his leadership and expertise to the next generation of golf enthusiasts.
In his free time, Patrick enjoys engaging in various sports and spending quality time with family and friends.