Patrick Harney Email & Phone Number
Clerk and Director @ The Play Ball Foundation
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Patrick Harney Location
- Washington, DC, US
Patrick Harney Work
- Senior Vice President, Senior Relationship Advisor @ (September 2024 - Present)
- Clerk and Director @ (July 2004 - Present)
- Executive Director, Banker at J.P. Morgan Private Bank @ (July 2023 - September 2024)
- Vice President, Senior Fiduciary Advisor @ (January 2022 - July 2023)
- Partner and Managing Director, Client Advisory Group @ (May 2013 - December 2021)
- Assistant Vice President and Trust Advisor @ (October 2008 - April 2013)
- Trust Administrator-Wealth Management Group @ (September 2006 - October 2008)
- Client Service @ (January 2002 - January 2006)
Patrick Harney Education
- Boston University 2010-2012
- Gettysburg College 1998-2001
- Concord Carlisle High School 1997
- Phillips Exeter Academy
(Post Graduate Year)
Patrick Harney Skills
- Notary Public
- Financial Modeling
- Estate Planning
- Retirement Planning
- Investment Advisory
- Nonprofits
- Financial Education
- Microsoft Office
- Investments
- Business Development
- Wealth Management
- PowerPoint
- Sales
Patrick Harney Summary
- Patrick Harney, based in Washington, DC, US, is currently a Clerk and Director at PlayBall! Foundation. Patrick Harney brings experience from previous roles at Northern Trust, J.P. Morgan Private Bank, PNC and Twin Focus Capital Partners LLC. Patrick Harney holds a 2010 - 2012 Boston University. With a robust skill set that includes Notary Public, Financial Modeling, Estate Planning, Retirement Planning, Investment Advisory and more. Patrick Harney has 2 emails and 1 mobile phone numbers on RocketReach.
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