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Patrick Hartnett Location
Charlotte, NC, US
Patrick Hartnett Work
Vice President, Global Banking and Markets, RIA Custody @ (October 2021 - Present)
Client Success Manager @ (July 2020 - September 2021)
Account Executive- Advisor Partnerships @ (December 2018 - July 2020)
Internal Account Executive @ (November 2017 - December 2018)
Financial Consultant @ (November 2014 - November 2017)
Patrick Hartnett Education
West Virginia University
Bachelor's Degree (Finance, General)
Penfield Senior High School
Patrick Hartnett Skills
College Savings Plans
Retirement Planning
Microsoft Word
Qualified Retirement Plans
Life Insurance
Management
Investment Advisory Services
Social Media
Patrick Hartnett Summary
Patrick Hartnett, based in Charlotte, NC, US, is currently a Vice President, Global Banking and Markets, RIA Custody at Goldman Sachs. Patrick Hartnett brings experience from previous roles at Facet Wealth, SEI and AXA Advisors, LLC. Patrick Hartnett holds a Bachelor's Degree in Finance, General @ West Virginia University. With a robust skill set that includes College Savings Plans, Retirement Planning, Microsoft Word, Qualified Retirement Plans, Life Insurance and more. Patrick Hartnett has 3 emails and 2 mobile phone numbers on RocketReach.
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