Liam Patterson Email & Phone Number
Financial Advisor
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Liam Patterson Location
- New York, NY, US
Liam Patterson Work
- 2015 -now Financial Advisor @ Morgan Stanley
- 2008 -2015 Investment Consultant @ Scottrade
Liam Patterson Education
- New York Institute of Technology-Old Westbury
Bachelor of Science (BS) (Accounting)
2002-2005 - Chaminade High School 1996-2000
Liam Patterson Skills
- Portfolio Management
- IRAs
- Series 63
- Microsoft Office
- ETFs
- Investments
- Trading
- Valuation
- Business Analysis
- Fixed Income
- Series 66
- Options
- Series 7
- Retirement Planning
- Securities
Liam Patterson Summary
- Liam Patterson, based in New York, NY, US, is currently a Financial Advisor at Morgan Stanley. Liam Patterson brings experience from previous roles at Scottrade. Liam Patterson holds a 2002 - 2005 Bachelor of Science (BS) in Accounting @ New York Institute of Technology-Old Westbury. With a robust skill set that includes Portfolio Management, IRAs, Series 63, Microsoft Office, ETFs and more. Liam Patterson has 1 emails and 1 mobile phone numbers on RocketReach.
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