Patrick Millard Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Patrick Millard Location
- Cincinnati, OH, US
Patrick Millard Work
- 2023 -now Investment Management Consultant II @
- 2022 -2023 Portfolio Specialist @
- 2021 -2022 Client Management Representative @
- 2020 -2021 Assistant Vice President, Financial Solutions Advisor @
- 2017 -2020 Mutual Fund Trader @ Western & Southern Financial Group
- 2017 -2017 Retirement Solutions Representative @
- 2016 -2017 Investment Solutions Representative @
- 2014 -2016 Specialty Trading Representative @
- 2012 -2014 Financial Representative - Full Trader @
- 2010 -2012 Manager @
Patrick Millard Education
- Kaplan College-Cincinnati
(Certificate in Financial Planning)
2014-2015 - University of Cincinnati College of Business
Bachelor's degree (Economics)
2009-2012 - Cincinnati State Technical and Community College
Associate of Arts (A.A.) (Liberal Arts and Sciences/Liberal Studies)
2007-2009
Patrick Millard Skills
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Customer Service
- Social Media
- Public Speaking
- Leadership
- Microsoft Word
- Series 7
- Series 63
Patrick Millard Summary
- Patrick Millard, based in Cincinnati, OH, US, is currently a Investment Management Consultant II at Fidelity Investments. Patrick Millard brings experience from previous roles at Fidelity Investments, Bank of America Merrill Lynch and Western & Southern Financial Group. Patrick Millard holds a 2014 - 2015 Kaplan College-Cincinnati. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media and more. Patrick Millard has 2 emails on RocketReach.
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