Patrick McConnell Email & Phone Number
Head of Affluent Deposits @ Wells Fargo
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Patrick McConnell Location
- Charlotte, NC, US
Patrick McConnell Work
- 2024 - now Head of Affluent Deposits @
- 2026 - now Mentor @
- 2022 - 2024 SVP - Payment Initiatives Executive @
- 2019 - 2022 Adoption Executive SVP @
- 2018 - 2019 Sr. Vice President @
- 2015 - 2018 Vice President @
- 2014 - 2015 Consultant @
- 2008 - 2014 Sr. Registered Associate @
- 2007 - 2008 Relationship Banker @
Patrick McConnell Education
- University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.) (Finance & Strategy)
2011 - 2013 - Elon University - Martha and Spencer Love School of Business
BS (Marketing)
- Gonzaga College High School
Patrick McConnell Skills
- Series 7
- Wealth Management
- Retirement Planning
- Securities
- Series 66
- Valuation
- DCF Valuation
- Investments
- Capital Markets
- Financial Services
- Finance
- Management
- Financial Analysis
- Financial Modeling
- Strategic Planning
- Portfolio Management
- Leadership
- Business Analysis
- Patient Safety
- BLS
- Loans
- Financial Strategy
- Foreign Currency
- Prospects
- Risk Modeling
- Insurance
- Sales
- Derivatives
- England
- Business Administration
- Families
- Travel
- Business Relations
- Insurance Planning
- Thompson One
- Science
- Private Banking
- Calls
- New Account
- Business Affairs
- CRM
- Loan Servicing
- PowerPoint
- Accounting
- Golf
- Networking
- Czech Republic
- Bloomberg
- Asset Allocation
- Croatia
- Organizational Restructuring
- Management Consulting
- Microsoft Office
- Corporations
- Multiples
- Microsoft Excel
- Spread
- Nonprofits
- New Business Development
- Risk Management
- Microsoft Publisher
- Community Outreach
- Love
- Private Equity
- Performance Reporting
- Research
- Analysis
- Gauging
- Fixed Income
- Sports
- Corporate Finance
- DCF
- Skiing
- Sheets
- New Relationships
- Ireland
- Openings
- Marketing
- Presentations
- Suitability
- Spain
- 66 Licensed
- Germany
- Portfolio
- Fishing
- Mortgage Lending
- Entrepreneurial Finance
- Equities
- Microsoft Word
- Investment Strategies
- Stocks
- Proposal Writing
- Asset
- Financial Research
- Italy
- Risk
- Foundations
- Trading
- Tolerance
- Meetings
- Ecuador
- Syndicate
- Mason
Patrick McConnell Summary
- Patrick McConnell, based in Charlotte, NC, US, is currently a Head of Affluent Deposits at Wells Fargo. Patrick McConnell brings experience from previous roles at RevTech Labs Foundation and Bank of America. Patrick McConnell holds a 2011 - 2013 Master of Business Administration (M.B.A.) in Finance & Strategy @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Securities, Series 66 and more. Patrick McConnell has 2 emails and 1 mobile phone numbers on RocketReach.
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