Patrick is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. He has spent over 30 years in finance, sales, operations and leadership roles, currently focusing on business valuation and operations as well as financial and strategic advisory services. A recent transaction he has advised on was the acquisition of Chancey Metal Products by Indigo South Capital.
Prior to joining Heritage, Patrick was part of the leadership team at Encell Technology, a new technology battery storage company in Gainesville, Florida. Before joining Encell, Patrick worked as the chief financial officer of an executive staffing firm responsible for all aspects of finance, treasury, information, technology and human resources, and was a member of the board of directors. Patrick began his career with Frito-Lay in the management training program, and later became regional finance manager for the Central Gulf area. He graduated from Rollins College with a bachelor’s degree in economics and an MBA in finance.