Michael Fitz-Patrick Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Michael Fitz-Patrick Location
- Cockeysville, MD, US
Michael Fitz-Patrick Work
- Senior Financial Advisor, Senior Vice President @ (March 2016 - Present)
Michael Fitz-Patrick Education
- University of MaryLand Baltimore County
Bachelor's Degree
1990-1994 - Loyola High School Blakefield
High School
1986-1990
Michael Fitz-Patrick Skills
- High Net Worth Portfolio Management
- Microsoft Office
- Microsoft Excel
- Wealth Strategy for Families Who Own a Business
- Portfolio Management
- Financial Advisory
- Wealth Management
- Finance
- Series 7
- Values Based and Esg Investing
- Retirement Planning
- Asset Management
- Customized Investment Portfolios
- Leadership
- Strategic Planning
- Retirement
- Investments
- Research
- Executive Services
- Company Retirement Plans
- Sales
- Project Management
- Asset Allocation
- Series 63
- Mutual Funds
- Business Development
- Family Financial Advisor
Michael Fitz-Patrick Summary
- Michael Fitz-Patrick, based in Cockeysville, MD, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Michael Fitz-Patrick holds a 1990 - 1994 Bachelor's Degree @ University of MaryLand Baltimore County. With a robust skill set that includes High Net Worth Portfolio Management, Microsoft Office, Microsoft Excel, Wealth Strategy for Families Who Own a Business, Portfolio Management and more. Michael Fitz-Patrick has 1 emails and 1 mobile phone numbers on RocketReach.
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