2013 -2021 Partner and Managing Director, Client Advisory Group @
2008 -2013 Assistant Vice President and Trust Advisor @
2006 -2008 Trust Administrator-Wealth Management Group @
2002 -2006 Client Service @
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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