Patrick Bohen Email & Phone Number
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Patrick Bohen Location
- New York, United States
Patrick Bohen Work
- Independent Financial Advisor @ Bohen Financial partnering with Robert F. Fahey Jr & Associates (August 2021 - Present)
- Senior Investment Advisor and Fiduciary @ Dopkins Wealth Management, LLC (July 2013 - August 2021)
- Vice President @ Merrill Lynch Private Banking Investment Group, The Bohen Group (September 2011 - June 2013)
- Vice President - Sales Director @ (February 2009 - August 2011)
- Vice President @ (January 2005 - February 2009)
Patrick Bohen Education
- Canisius University
BA (International Relations)
1986-1989 - Canisius High School 1981-1985
Patrick Bohen Skills
- Alternative Investments
- Series 63
- Fixed Income
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Bloomberg
- Asset Allocation
- Investment Advisory
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Strategic Financial
- ETFs
- Series 7
- Securities
- Hedge Funds
- Investment Management
Patrick Bohen Summary
- Patrick Bohen, based in New York, United States, is currently a Independent Financial Advisor at Bohen Financial partnering with Robert F. Fahey Jr & Associates. Patrick Bohen brings experience from previous roles at Dopkins Wealth Management, LLC, Merrill Lynch Private Banking Investment Group, The Bohen Group, BNY Mellon Wealth Management and Bernstein Global Wealth Management. Patrick Bohen holds a 1986 - 1989 BA in International Relations @ Canisius University. With a robust skill set that includes Alternative Investments, Series 63, Fixed Income, Retirement Planning, Wealth Management Services and more. Patrick Bohen has 3 emails and 3 mobile phone numbers on RocketReach.
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