Patrick Donnelly Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
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Patrick Donnelly Location
- Providence, RI, US
Patrick Donnelly Work
- 2018 -now Senior Financial Advisor, Vice President @
- 2014 -2018 Trader @ State Street Bank and Trust
Patrick Donnelly Education
- Brown University
Bachelor's Degree
2009-2013
Patrick Donnelly Skills
- Microsoft Office
- Microsoft Word
- Value Engineering
- PowerPoint
- Construction
- Microsoft Excel
- Contract Management
- Construction Management
- Analysis
- Change Orders
- Small Business
- Portfolio Management
- Investment Management
- Leadership
- Financial Planning
- Retirement Plan Consulting
- Retirement Income Planning
- Asset Allocation and Diversification
- Wealth Management
Patrick Donnelly Summary
- Patrick Donnelly, based in Providence, RI, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. Patrick Donnelly brings experience from previous roles at State Street Bank and Trust. Patrick Donnelly holds a 2009 - 2013 Bachelor's Degree @ Brown University. With a robust skill set that includes Microsoft Office, Microsoft Word, Value Engineering, PowerPoint, Construction and more. Patrick Donnelly has 2 emails and 1 mobile phone numbers on RocketReach.
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