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
- 2024 - now Managing Director @
- 2022 - 2024 Business Development Specialist @
- 2020 - 2022 Retirement Advisor @
- 2019 - 2020 Analyst @
- 2016 - 2019 Director, Institutional Advisory Services @
- 2014 - 2017 Director, Research and Reporting @
- 2013 - 2013 Investment Analyst Intern @
- 2013 - 2013 Accounting Intern @
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
- Bookkeeping
- Data Entry
- Invoicing
- Financial Reporting
- Outlook
- Time Management
- Teamwork
- Data Analysis
- Administrative Assistants
- Leadership
- Economics
- Microsoft PowerPoint
- Investments
- Finance
- Strategic Planning
- Financial Services
- Mutual Funds
- Management
- Due Diligence
- Research
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 4 emails on RocketReach.
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Top Investment Research & Advisory Group, Inc. Employees
Judy Jolley
Consultant
Atlanta, GA, US
Denise Prince
Managing Director
Raleigh, NC, US
Doug Leeson
Principal
Atlanta, GA, US
Judy Jolley
Chief Compliance Officer, Managing Director
Atlanta, Georgia, United States
Lauren Monce
Chief Compliance Officer
Atlanta, GA, US
Carter Stanley
Managing Director
Atlanta, GA, US
Brandon Rivera
Director of Research and Reporting
Atlanta, GA, US
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