R. Patrick Wood
Patrick has nearly a decade of experience providing strategic guidance to clients on the full sale process of various state tax credits. He identifies potential buyers, educates stakeholders on the background and rules of the credits, negotiates pricing and coordinates documentation among all parties to complete tax credit transfers.
Patrick is also a member of Griffin Financial Group, a platform affiliate of GSL.
Education
- The Pennsylvania State University, MBA
- Franklin & Marshall College, B.A. in Business Administration
Licensing
- FINRA Series 7 and 63 licenses
- Certified Public Accountant
Powerful partnerships. Standout solutions.
Patrick has nearly a decade of experience providing strategic guidance to clients on the full sale process of various state tax credits. He identifies potential buyers, educates stakeholders on the background and rules of the credits, negotiates pricing and coordinates documentation among all parties to complete tax credit transfers.
Patrick is also a member of Griffin Financial Group, a platform affiliate of GSL.
Education
- The Pennsylvania State University, MBA
- Franklin & Marshall College, B.A. in Business Administration
Licensing
- FINRA Series 7 and 63 licenses
- Certified Public Accountant