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Patrick McClanahan Qualifications

Profile

Patrick McClanahan has joined Edge Realty Advisors as of August 2017 as an associate. His past real estate experience includes raising capital for multi-billion dollar, healthcare and multifamily-focused non-traded real estate investment trusts.

Career Summary

Prior to joining Edge Realty Advisors, Mr. McClanahan worked at CNL Securities Corp, a leading alternative investment management firm with over $10 Billion in AUM. There he served as an Internal Wholesaler, working with financial advisors in the state of Texas to raise capital for various non-traded funds within CNL’s portfolio, such as CNL Healthcare Properties I&II (REITs), CNL Growth Properties I (REIT), CNL Growth Properties II (Private Placement) as well as Corporate Capital Trust I&II (Business Development Companies). Prior to his time at CNL Securities he worked at Charles Schwab as a Sr. Relationship Specialist where he was the primary contact for 30 independent wealth management firms with AUM totaling $2.7 Billion. During his time at Schwab he earned his FINRA Series 7, 66, 9 & 10 licenses.

State & Regulatory Licensure

Florida:                   State-Registered Trainee Appraiser RI24334

Education

Mr. McClanahan is a graduate of the University of Central Florida where he received a Bachelor of Science degree in Finance. Mr. McClanahan has also completed 100 hours of pre-licensure education for his Registered Trainee Appraiser designation. Below are a list of Patrick’s recently completed courses.

  • General Appraiser Income Approach Part I (2018)
  • General Appraiser Income Approach Part II (2018)

Employment History

Edge Realty Advisors, LLC           Associate  Appraiser                     August 2017 – Present

CNL Securities Corp.                     Internal Wholesaler                      January 2014 – October 2016

Charles Schwab & Co., Inc.          Sr. Relationship Specialist           December 2010 – December 2013

RedChip Companies Inc.              Equity Research Analyst              July 2008 – December 2010