Patrice Shute Email & Phone Number
Vice President and Director of Client Service @ The Haverford Trust Company
Location
Wayne, PA, US
Work
- Vice President and Director of Client Service @ The Haverford Trust Company
- Registered Representative @ Quest Capital Strategies, Inc.
- Vice President @ Nuveen Investments
Education
- Villanova University1983 - 1987
Skills
- Separately Managed Accounts
- Asset Allocation
- Leadership
- Mutual Funds
- Risk Management
- Portfolio Management
- Series 63
- Series 7
- Wealth Management
- Equities
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