Jim Patrick's Location
Ipswich, MA, US
Jim Patrick's Work
- Managing Director @ Envestnet, Inc
- SVP @ The Clark Estates
- Group President Envestnet|PMC @ Envestnet, Inc
- Managing Director @ Allianz
Jim Patrick's Education
- University of New Hampshire
Bachelor's degree (Business/Managerial Economics)
1988 - 1991
Jim Patrick's Skills
- Microsoft Excel
- Customer Service
- Sales
- Management
- Business Strategy
- Business Development
- Negotiation
- Mergers and Acquisitions
- Start Ups
- Asset Management
Jim Patrick's Summary
Jim Patrick, based in Ipswich, MA, US, is currently a Managing Director at Envestnet, bringing experience from previous roles at The Clark Estates, Envestnet, Inc and Allianz. Jim Patrick holds a 1988 - 1991 Bachelor's degree in Business/Managerial Economics @ University of New Hampshire. With a robust skill set that includes Microsoft Excel, Customer Service, Sales, Management, Business Strategy and more, Jim Patrick contributes valuable insights to the industry. Jim Patrick has 1 email and 1 mobile phone number on RocketReach.
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