Financial Advisor
Patrick recently joined UBS as a Client Service Associate. Since joining he obtained the Series 7 and Series 66 licenses. Prior to joining UBS Patrick worked as an analyst for a boutique private equity firm specializing in green energy technologies. As of September 2019 he is a CFA Charterholder.
Patrick was born and raised in River Forest, a western suburb of Chicago. He attended Fenwick High School before going on to the University of Illinois Champaign-Urbana. At Illinois, Patrick received a Bachelor of Arts degree in Economics with a minor in Business.
Education
Credentials
Financial Advisor
Patrick recently joined UBS as a Client Service Associate. Since joining he obtained the Series 7 and Series 66 licenses. Prior to joining UBS Patrick worked as an analyst for a boutique private equity firm specializing in green energy technologies. As of September 2019 he is a CFA Charterholder.
Patrick was born and raised in River Forest, a western suburb of Chicago. He attended Fenwick High School before going on to the University of Illinois Champaign-Urbana. At Illinois, Patrick received a Bachelor of Arts degree in Economics with a minor in Business.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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