Patrick Welsh
FINANCIAL ADVISOR
Patrick brings more than a decade of finance and analytics experience to Trinity with a mindset of serving clients with clarity and care. His background spans GAAP accounting, risk management and compliance, and data‑driven planning, where he has leveraged optimization modeling tools to help clients make confident decisions.
Prior to joining Trinity, Patrick led initiatives that delivered multimillion‑dollar operational savings and strengthened compliance while reducing manual workload at NetJets; delivered data solutions and streamlined compliance efforts at Huntington National Bank; and led strategy, staff, and partnerships that grew program income by 70 percent during his tenure at the nonprofit St. Paul’s Outreach. Patrick earned his MBA from the Max M. Fisher College of Business at The Ohio State University. He and his wife, Catie, have two children and reside in Gahanna.
Phone: (740) 821-5444
LinkedIn
EDUCATION
NEEDED
BOARD APPOINTMENTS / VOLUNTEER WORK
NEEDED