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
- 2020 -now Vice President | Investment Director with Meridian Wealth Management at Morgan Stanley @ Morgan Stanley
- 2013 -2017 Head Of Investor Relations and Business Development @ Caldwell & Orkin Inc
- 2005 -2017 Portfolio Manager @ Caldwell & Orkin Inc
- 2002 -2017 Analyst @ Caldwell & Orkin Inc
- 2004 -2016 Head Trader @ Caldwell & Orkin Inc
- 2002 -2002 Portfolio Manager @
- 2000 -2001 Equity Sales Trader @ Solomon Smith Barney
- 1999 -2000 Trader @ BPI Global Asset Management
- 1998 -1999 Roland George Investment Committee @
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 on RocketReach.
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