Brokerage Associate @ (December 2010 - February 2014)
Patrick Massey Education
Roger Williams University 2005-2009
Fairfield College Preparatory School 2001-2005
Patrick Massey Skills
Portfolio Management
Management
Series 63
Project Management
PowerPoint
Investments
Marketing
New Business Development
Asset Management
Microsoft Excel
Finance
Customer Service
Financial Analysis
Financial Services
Equities
Sales
Mutual Funds
Patrick Massey Summary
Patrick Massey, based in New York, NY, US, is currently a Annuities External Wholesaler - Northeast at Crump Life Insurance Services. Patrick Massey brings experience from previous roles at Prudential Financial, Merrill Lynch, Morgan Stanley and Wells Fargo. Patrick Massey holds a 2005 - 2009 Roger Williams University. With a robust skill set that includes Portfolio Management, Management, Series 63, Project Management, PowerPoint and more. Patrick Massey has 5 emails and 2 mobile phone numbers on RocketReach.
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