MSG Investment Solutions Oversight @ (September 2016 - June 2017)
Vice President, Senior Product and Relationship Manager, US Mutual Funds @ (September 2011 - September 2016)
Wealth Management Specialist @ (May 2009 - September 2011)
Internal Marketing Associate @ (February 2008 - December 2008)
Mutual Fund Specialist @ (January 2006 - January 2008)
Regional Marketing Associate @ (January 2005 - January 2006)
Resource Center Representative @ (January 2004 - January 2005)
Patrick Markey Education
Kutztown University of Pennsylvania
Bachelor's Business Administration (Marketing)
1999-2004
Patrick Markey Skills
Mutual Funds
Wealth Management Services
Project Management
Product Management
Financial Services
Investments
Separately Managed Accounts
Unified Managed Accounts
Relationship Building
Relationship Management
Data Analysis
Data Mining
Strategic Partnerships
Product Specialists
Teamwork
Success Driven
Time Management
Achieving Measurable Results
Investment Advisory
Business Relationship Management
Business Development
Finance
Wealth Management
Marketing
Asset Management
Microsoft Excel
Training
Achieving Measurable
Financial Analysis
Separately Managed
Alternative Investments
Fixed Income
Asset Allocation
Equities
Investment Strategies
Securities
Patrick Markey Summary
Patrick Markey, based in Philadelphia, PA, US, is currently a Senior Relationship Manager at Great Gray Trust Company. Patrick Markey brings experience from previous roles at Wilmington Trust, BNY Mellon | Pershing and Merrill Lynch. Patrick Markey holds a 1999 - 2004 Bachelor's Business Administration in Marketing @ Kutztown University of Pennsylvania. With a robust skill set that includes Mutual Funds, Wealth Management Services, Project Management, Product Management, Financial Services and more. Patrick Markey has 2 emails and 1 mobile phone numbers on RocketReach.
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