Vice President and Market Leader - GTA West @ (July 2020 - September 2023)
Vice President and Managing Director @ (August 2014 - July 2020)
Lecturer - Desautels Faculty of Management @ (January 2009 - December 2014)
Managing Director and Head of Research @ (January 2008 - May 2013)
Vice President - Institutional Equity Sales @ (January 2007 - January 2008)
Vice President - Institutional Equity Sales @ Credit Suisse Securities (Canada) Inc. (January 2004 - January 2007)
Research Associate - Canadian Financials @ Credit Suisse Securities (Canada) Inc. (January 2003 - January 2003)
Associate Director - Corporate and Investment Banking @ Scotia Capital Inc. (January 2000 - January 2003)
Patrick Bartlett Education
Dalhousie University
Master of Business Administration (MBA)
1995-1999
Dalhousie University
Juris Doctor (JD)
1995-1999
McGill University
Bachelor of Commerce (B.Com.)
1991-1995
Ashbury College 1986-1991
Harvard Business School
General Management Program
2013
Patrick Bartlett Skills
Research
Investment Banking
Equities
Business Development
Marketing
Teaching
Strategy
Microsoft Office
Microsoft Excel
Capital Markets
Investments
Management
Financial Modeling
Corporate Finance
Portfolio Management
Valuation
Financial Analysis
Equity Research
Business Strategy
Bloomberg
Strategic Planning
Private Equity
Patrick Bartlett Summary
Patrick Bartlett, based in Toronto, ON, CA, is currently a Regional President, GTA at BMO Private Wealth. Patrick Bartlett brings experience from previous roles at BMO Private Wealth, BMO Nesbitt Burns Inc., McGill University and Desjardins Securities Inc.. Patrick Bartlett holds a 1995 - 1999 Master of Business Administration (MBA) @ Dalhousie University. With a robust skill set that includes Research, Investment Banking, Equities, Business Development, Marketing and more. Patrick Bartlett has 1 mobile phone numbers on RocketReach.
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