Team Members

Dave Patneaude

Sunmark Wealth Management Program Coordinator

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 BS 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 and 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."

How would colleagues describe you?

Organized, reliable, and helpful