Patrick Harris Email & Phone Number
Managing Director @ Investment Research & Advisory Group, Inc.
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Patrick Harris Location
- Atlanta, GA, US
Patrick Harris Work
- Managing Director @ (April 2024 - Present)
- Business Development Specialist @ (July 2022 - April 2024)
- Retirement Advisor @ (August 2020 - July 2022)
- Analyst @ (October 2019 - August 2020)
- Director, Institutional Advisory Services @ (September 2016 - July 2019)
- Director, Research and Reporting @ (September 2014 - December 2017)
- Investment Analyst Intern @ (August 2013 - December 2013)
- Accounting Intern @ (June 2013 - August 2013)
Patrick Harris Education
- Rhodes College
Bachelor of Arts (B.A.) (Economics)
2010-2014
Patrick Harris Skills
- Access
- Account Reconciliation
- Administrative Assistants
- Data Analysis
- Data Entry
- Due Diligence
- Economics
- Finance
- Financial Accounting
- Financial Services
- Investments
- Leadership
- Management
- Microsoft PowerPoint
- Mutual Funds
- Outlook
- QuickBooks
- Research
- Strategic Planning
- Teamwork
- Time Management
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Accounting
- Spreadsheets
- Financial Analysis
- Bookkeeping
- Invoicing
- Financial Reporting
Patrick Harris Summary
- Patrick Harris, based in Atlanta, GA, US, is currently a Managing Director at Investment Research & Advisory Group, Inc. . Patrick Harris brings experience from previous roles at Creative Planning Retirement Services, NFP, U.S. Bank and Investment Research & Advisory Group, Inc.. Patrick Harris holds a 2010 - 2014 Bachelor of Arts (B.A.) in Economics @ Rhodes College. With a robust skill set that includes Access, Account Reconciliation, Administrative Assistants, Data Analysis, Data Entry and more. Patrick Harris has 3 emails on RocketReach.
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