Patrick Flaherty Email & Phone Number
Director, Wealth Management Solutions @ Fi-Tek
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Patrick Flaherty Location
- United States
Patrick Flaherty Work
- Director, Wealth Management Solutions @ (July 2022 - Present)
- Product Manager @ (April 2021 - May 2022)
- Director, Data Aggregation @ (August 2020 - April 2021)
- General Manager, Solutions - Performance and Partner Integrations @ (January 2020 - August 2020)
- Director, Product Manager - Performance and Partner Integrations @ (January 2016 - August 2020)
- Director, Fee Manager and Arkon General Manager @ (July 2014 - August 2020)
- FVP - Product Manager, Internally Managed Products @ (November 2013 - July 2014)
- Fvp, Performance Reporting Manager @ (August 2006 - November 2013)
- Senior Implementation Analyst and Product Management @ (February 2006 - July 2006)
- Business Analyst @ (August 2003 - February 2006)
- Portfolio Administrator - Wrap Trading @ (October 1999 - August 2003)
Patrick Flaherty Education
- North Carolina State University - College of Management
Master Of Business Administration (Financial Management)
2004-2006 - University of Richmond
Bachelor Of Science In Business Administration (Business Administration, Marketing, Finance)
1994-1998 - Central Catholic High School
Patrick Flaherty Skills
- Financial Analysis
- Investments
- Management
- Mutual Funds
- Program Management
- Portfolio Management
- Trading
- Asset Allocation
- Asset Management
- Securities
- Business Analysis
- Finance
- Financial Services
- Cipm
Patrick Flaherty Summary
- Patrick Flaherty, based in United States, is currently a Director, Wealth Management Solutions at Fi-Tek. Patrick Flaherty brings experience from previous roles at Eton Solutions Lp and First Rate, Inc. Patrick Flaherty holds a 2004 - 2006 Master Of Business Administration in Financial Management @ North Carolina State University - College of Management. With a robust skill set that includes Financial Analysis, Investments, Management, Mutual Funds, Program Management and more. Patrick Flaherty has 2 emails and 2 mobile phone numbers on RocketReach.
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