Patrick Lebeau's Location
Providence, RI, US
Patrick Lebeau's Work
- Executive Director, Private Wealth Advisor @ Morgan Stanley
- Managing Director, Private Client Advisor @ Bank of America
- Managing Director, Private Client Advisor @ Bank of America
- Senior Vice President @ U.S. Trust
- SVP, NE Director, CISC and Head of fixed income desk @ Citizens
Patrick Lebeau's Education
- University of Massachusetts Amherst
Bachelor of Arts (Economics and Western Studies)
- Wharton Executive Education
Program Certficate (The Client Experience program sponsored by US Trust)
2012 - 2012 - Babson F.W. Olin Graduate School of Business
Certficate Program (Advanced Leadership Development Program)
2003 - 2004
- College for Financial Planning
Certified Financial Planner Designee (advanced financial planning program)
1995 - 1998
Patrick Lebeau's Skills
- Business Development
- Bankwesen
- Investment Strategies
- International Business
- Superannuation
- Banking
- Fixed Income
- Financial Planning
- Portfolio Management
- Investments
Patrick Lebeau's Summary
Patrick LeBeau, based in Providence, RI, US, is currently a Executive Director, Private Wealth Advisor at Morgan Stanley, bringing experience from previous roles at Bank of America Private Bank, U.S. Trust and Citizens Bank. Patrick LeBeau holds a Bachelor of Arts in Economics and Western Studies @ University of Massachusetts Amherst. With a robust skill set that includes Business Development, Bankwesen, Investment Strategies, International Business, Superannuation and more, Patrick LeBeau contributes valuable insights to the industry. Patrick LeBeau has 2 emails on RocketReach.
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