Patrick “PJ” Seholm has been a talent acquisition consultant with Lead Advisor, LLC., since February of 2022 after spending 25+ years in the financial services space. PJ helps professionals figure out their next career move, whether that is entry or advancement within the financial planning world.
Patrick had a fast start to his career helping clients with their financial security needs and winning many accolades along the way. His success led him to leadership roles within his previous firms such as managing director and sales manager. Patrick has worked with some of the largest names in financial services such as Wells Fargo, Merrill Lynch, Northwestern Mutual, MassMutual and Prudential. Throughout his career he has held various licenses such as the series 7, 66 and 26. He enjoys playing golf, basketball and hiking with his family. PJ is a graduate of Johnson and Wales and resides outside of New York City with his wife Nicole and two sons Jake and Charlie.
Where do you live?
Johnson and Wales University
Favorite Childhood Toy or Games:
Any sport and Monopoly
Favorite Book or Authors:
JP’s on City Island Bronx NY
King crab legs and linguini with clam sauce
Cranberry juice with a splash of ginger ale
My cousin vinny
Favorite Sports Team:
Las Vegas Raiders
The Rolling Stones
Favorite Podcast or Blog:
Favorite cites beside hometown:
Long Beach Island NJ and Nashville
Ireland for a golf tournament called the Bushmill
Favorite Fictional Character:
Ideal Weekend Day Looks Like….
Golf, lunch and family time
Golf, Basketball and Cards
Success is not final; failure is not fatal: it is the courage to continue
Best piece of feedback you have ever received:
I am loyal to a fault
Thought leaders you follow:
M. Scott Peck, John Michael Godier, Warren Buffett
Why Lead Advisor, LLC?
Culture, support, and fun