J. Patrick Clunan, Director, Learning Center
Patrick Clunan is the Director of the Learning Center, the value- add resource for Columbia Threadneedle Investments. Mr. Clunan is a member of the Learning Center Speaker Bureau, and has been featured as a keynote speaker at numerous national and regional industry conferences. He is known as an advisor to the advisors. He travels the country working with advisors, clients and other financial professionals, offering education and insight into compensation, benefits and retirement planning strategies and other in-focus topics.
He joined Columbia Threadneedle Investments in 2010 and has been a member of the investment community since 2005.
Mr. Clunan received his B.S. in Business Administration from Saint Michael’s College. In his free time, Patrick is an avid skier and golfer. Patrick holds the Series 7 and 66 licenses with FINRA.
Eric Kirkman, CIMA®: Regional Advisor Consultant Eric is a Regional Vice President in the broker dealer division of Columbia Threadneedle Investments, covering Central and Eastern North Carolina, Southern Virginia and West Virginia. Mr. Kirkman joined the firm in 2002 and has been a member of the investment community since 1999.
Prior to joining Columbia Threadneedle Investments, Mr. Kirkman worked for PIMCO and Merrill Lynch.
Education
■ B.S. in Economics from Clemson University ■ FINRA Series 7 and 66 registrations