Pat Haggerty Location
- New York, NY, US
Pat Haggerty Work
- 2021 - now Owner @ Larchmont Wealth
- 2021 - now Outside Advisor @
- 2015 - now Volunteer Fundraiser @
- 2015 - now Financial Advisor @
Pat Haggerty Education
- University of Missouri-Columbia
Bachelor of Science (B.S.) (Finance)
1999 - 2003
Pat Haggerty Skills
- Investments
- Private Equity
- Series 7
- Series 63
- Wealth Management
- Structured Products
- Equities
- Bonds
- Investment Banking
- Corporate Finance
- Securities
- Alternative Investments
- Capital Markets
- Mergers & Acquisitions
- Strategy
- Finance
- Financial Advisory
- Bloomberg
- Fixed Income
- Financial Modeling
- Bloomberg Terminal
- Valuation
- Hedge Funds
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Due Diligence
- Portfolio Management
- Investment Management
- Derivatives
- Trading
- Funding
- Wealth Management Services
- Asset Management
- Financial Markets
- Cash Management
- Financial Risk
- Banking
- Relationship Management
- Risk Management
- Venture Capital
- ETFs
- Options
- Equity Trading
- Hedging
- Financial Services
- IRAs
- Private Banking
- Strategic Financial Planning
- Business Development
- Sales
- Program Management
- Marketing
- Microsoft Excel
- Nursing
- Patient Safety
- Mergers and Acquisitions
Pat Haggerty Summary
- Pat Haggerty, based in New York, NY, US, is currently a Owner at Larchmont Wealth. Pat Haggerty brings experience from previous roles at Larchmont Volunteer Ambulance Corps, March of Dimes and Aegis Capital Corp.. Pat Haggerty holds a 1999 - 2003 Bachelor of Science (B.S.) in Finance @ University of Missouri-Columbia. With a robust skill set that includes Investments, Private Equity, Series 7, Series 63, Wealth Management and more. Pat Haggerty has 5 emails and 2 mobile phone numbers on RocketReach.
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