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Patrick Barrera Location
Upper Darby, PA, US
Patrick Barrera Work
Operations @ (November 2017 - Present)
Financial Advisor @ (September 2005 - October 2017)
Financial Planning Assistant @ (September 2001 - September 2005)
Operations (IPO) and Technology @ (April 2000 - September 2001)
Patrick Barrera Skills
14 Years of Financial Industry expierience.
Asset Allocation
Finance
Financial Services
Investments
Microsoft Excel
Microsoft Exchange
Microsoft Word
Portfolio Management
Series 63
Series 66
Series 7
Uniform Combined State Law
14 Years Of Financial Industry Expierience
Patrick Barrera Summary
Patrick Barrera, based in Upper Darby, PA, US, is currently a Operations at UPS. Patrick Barrera brings experience from previous roles at Affinity Wealth Management, Inc., CUNA Mutual Group and WR Hambrecht + Co. With a robust skill set that includes 14 Years of Financial Industry expierience., Asset Allocation, Finance, Financial Services, Investments and more. Patrick Barrera has 3 emails and 2 mobile phone numbers on RocketReach.
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