Patrick Fleming Email & Phone Number
Vice President | Investment Director with Meridian Wealth Management at Morgan Stanley
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Patrick Fleming Location
- Atlanta, GA, US
Patrick Fleming Work
- Vice President | Investment Director with Meridian Wealth Management at Morgan Stanley @ Morgan Stanley (February 2020 - Present)
- Head Of Investor Relations and Business Development @ Caldwell & Orkin Inc (January 2013 - October 2017)
- Portfolio Manager @ Caldwell & Orkin Inc (January 2005 - October 2017)
- Analyst @ Caldwell & Orkin Inc (September 2002 - October 2017)
- Head Trader @ Caldwell & Orkin Inc (February 2004 - January 2016)
- Portfolio Manager @ (February 2002 - September 2002)
- Equity Sales Trader @ Solomon Smith Barney (August 2000 - September 2001)
- Trader @ BPI Global Asset Management (June 1999 - July 2000)
- Roland George Investment Committee @ (August 1998 - May 1999)
Patrick Fleming Education
- Stetson University
BA Finance (Finance, Roland George Investments Program)
1995-1999
Patrick Fleming Skills
- Portfolio Management
- Trading
- Asset Allocation
- Investments
- Mutual Funds
- Equities
- Business Development
- Capital Markets
- Equity Research
- Hedge Funds
- Asset Management
- Alternative Investments
- Bloomberg
- Series 7
- Fixed Income
- Securities
- Financial Analysis
- Investment Strategies
- Due Diligence
- Series 63
- Investment Advisory
- Investment Management
- Customer Service
- Management
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Leadership
- Public Speaking
- Client Relations
- Client Presentation
- Technical Analysis
- Momentum Trading
- Moving Averages
- Fundamental Analysis
- Long%2Fshort Equity
Patrick Fleming Summary
- Patrick Fleming, based in Atlanta, GA, US, is currently a Vice President | Investment Director with Meridian Wealth Management at Morgan Stanley at Morgan Stanley. Patrick Fleming brings experience from previous roles at Caldwell & Orkin Inc. Patrick Fleming holds a 1995 - 1999 BA Finance in Finance, Roland George Investments Program @ Stetson University. With a robust skill set that includes Portfolio Management, Trading, Asset Allocation, Investments, Mutual Funds and more. Patrick Fleming has 1 emails and 1 mobile phone numbers on RocketReach.
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