Patrick Drum Email & Phone Number
ESG Investment Research and Portfolio Management @ Saturna Capital
Patrick Drum's Location
Bellingham, WA, US
Patrick Drum's Work
- ESG Investment Research and Portfolio Management @ Saturna Capital
- Advisor @ United Nations Principles for Responsible Investment - Fixed Income Sub-committe
- Adjunct Professor and Instructor at Bainbridge Graduate Institute (BGI) at Pinchot @ Earth Economcis
- Financial Advisor @ New York Fitness
- Portfolio Manager @ Investment Management, The Arbor Group, UBS Financial Services
- Board of Directors @ Board Member at Pollution Prevention Recourse Group (PPRC)
- Board Member @ People For Puget Sound
- Board of Directors @ People For Puget Sound
- Portfolio Manager @ CFA Society of Seattle
- Analyst @ Moss Adams
Patrick Drum's Education
- Certified Financial Planner Board of Standards, Inc
Certified Financial Planner® (CFP®) (Certified Financial Planner)
2010 - 2011 - Seattle University
MBA (Finance / Accounting)
2004 - 2007 - Charted Financial Analyst (CFA)2004 - 2004
- Western Washington University
BA (Economics / Russian Language)
1989 - 1994
Patrick Drum's Skills
- Financial Advisory
- Capital Management
- Loan Pricing
- Market
- Payments
- Insurance
- Core Business
- Sales
- Wealth Management Services
- Brokerage
Patrick Drum's Summary
Patrick Drum, based in Bellingham, WA, US, is currently a ESG Investment Research and Portfolio Management at Saturna Capital, bringing experience from previous roles at United Nations Principles for Responsible Investment - Fixed Income Sub-committe, Earth Economcis, UBS Wealth Management and Investment Management, The Arbor Group, UBS Financial Services. Patrick Drum holds a 2010 - 2011 Certified Financial Planner® (CFP®) in Certified Financial Planner @ Certified Financial Planner Board of Standards, Inc. With a robust skill set that includes Financial Advisory, Capital Management, Loan Pricing, Market, Payments and more, Patrick Drum contributes valuable insights to the industry. Patrick Drum has 7 emails and 1 mobile phone number on RocketReach.
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