Patrick Martin Email & Phone Number
Senior Vice President- Wealth Managment @ Global Wealth Management
Patrick Martin's Location
Washington, DC, US
Patrick Martin's Work
- Senior Vice President- Wealth Managment @ Global Wealth Management
- Senior Financial Advisor, Senior Vice President @ Merrill Lynch
Patrick Martin's Education
- Butler University
Bachelor's Degree
1998 - 2002 - St Louis University High School
High School Diploma/GED
1994 - 1998
Patrick Martin's Skills
- 401k
- Wealth Management
- Asset Management
- Asset Allocation
- Retirement Planning
- Public Speaking
- Customer Service
- Financial Analysis
- Strategic Planning
- Wealth Management Services
Patrick Martin's Summary
Patrick Martin, based in Washington, DC, US, is currently a Senior Vice President- Wealth Managment at UBS Global Wealth Management, bringing 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 contributes valuable insights to the industry. Patrick Martin has 3 emails and 1 mobile phone number on RocketReach.
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