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Patrick Larson Location
Minneapolis, MN, US
Patrick Larson Work
Principal, Director of Institutional Investment Management @ (July 2007 - Present)
Portfolio Manager @ Windsor Financial Group (January 2004 - January 2007)
Portfolio Manager and Senior Consultant @ PFM (January 2002 - January 2004)
Trader @ Delaware Investments (January 2000 - January 2002)
Trader @ RBC Global Asset Management - Formerly Voyageur Asset Managment (January 1996 - January 2000)
Patrick Larson Education
University of St. Thomas - Opus College of Business
Master of Business Administration - MBA (Finance, General)
1998-2000
Drake University
Bachelor's degree (Finance, General)
1990-1994
Totino Grace High School
High School Diploma
1986-1990
Patrick Larson Skills
Investments
Asset Management
Fixed Income
Portfolio Management
Asset Liability Based Bond Portfolio Management
Successful Business Owner
Municipal Bonds
Team Leadership
Asset Allocation
Wealth Management
Client Advocate
Investment Analysis
Risk Management
Finance
Valuation
Financial Services
Surfing
Kung Fu
Client Solutions
Creative Strategy
Creative Problem Solving
Patrick Larson Summary
Patrick Larson, based in Minneapolis, MN, US, is currently a Principal, Director of Institutional Investment Management at Advanced Capital Group. Patrick Larson brings experience from previous roles at Windsor Financial Group, PFM, Delaware Investments and RBC Global Asset Management - Formerly Voyageur Asset Managment. Patrick Larson holds a 1998 - 2000 Master of Business Administration - MBA in Finance, General @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Investments, Asset Management, Fixed Income, Portfolio Management, Asset Liability Based Bond Portfolio Management and more. Patrick Larson has 2 emails and 1 mobile phone numbers on RocketReach.
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