Patrick Martin Email & Phone Number
Senior Vice President- Wealth Managment @ UBS Global Wealth Management
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Patrick Martin Location
- Washington, DC, US
Patrick Martin Work
- Senior Vice President- Wealth Managment @ (December 2022 - Present)
- Senior Financial Advisor, Senior Vice President @ (December 2004 - Present)
Patrick Martin Education
- Butler University
Bachelor's Degree
1998-2002 - St Louis University High School
High School Diploma/GED
1994-1998
Patrick Martin Skills
- 401k
- Wealth Management
- Asset Management
- Asset Allocation
- Retirement Planning
- Public Speaking
- Customer Service
- Financial Analysis
- Strategic Planning
- Wealth Management Services
- Investment Advisory
- Microsoft Excel
- Investments
Patrick Martin Summary
- Patrick Martin, based in Washington, DC, US, is currently a Senior Vice President- Wealth Managment at UBS Global Wealth Management. Patrick Martin brings experience from previous roles at Merrill Lynch Wealth Management. Patrick Martin holds a 1998 - 2002 Bachelor's Degree @ Butler University. With a robust skill set that includes 401k, Wealth Management, Asset Management, Asset Allocation, Retirement Planning and more. Patrick Martin has 1 emails and 1 mobile phone numbers on RocketReach.
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