Patrick Harris Location
Atlanta, GA, US
Patrick Harris Work
- 2024 - now Managing Director @ Investment Research & Advisory Group, Inc.
- 2022 - 2024 Business Development Specialist @ Creative Planning
- 2020 - 2022 Retirement Advisor @ NFP
- 2019 - 2020 Analyst @ U.S. Bank
- 2016 - 2019 Director, Institutional Advisory Services @ Investment Research & Advisory Group, Inc.
- 2014 - 2017 Director, Research and Reporting @ Investment Research & Advisory Group, Inc.
- 2013 - 2013 Investment Analyst Intern @ PreserverPartners, LLC
- 2013 - 2013 Accounting Intern @ WorthPoint
Patrick Harris Education
- Rhodes College
Bachelor of Arts (B.A.) (Economics)
2010 - 2014
Patrick Harris Skills
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Accounting
- Spreadsheets
- QuickBooks
- Access
- Financial Accounting
- Account Reconciliation
- Financial Analysis
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 Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Spreadsheets and more. Patrick Harris has 1 emails on RocketReach.
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