Patrick Morelli Email & Phone Number
Senior Strategic Accounts Manager, RIA @ Russell Investments
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Patrick Morelli Location
- Denver, CO, US
Patrick Morelli Work
- 2025 -now Senior Strategic Accounts Manager, RIA @
- 2025 -now Executive Committee Member @
- 2023 -2025 Board Member @
- 2022 -2024 Managing Director, Capital Markets @
- 2021 -2022 Principal, Business Development @
- 2018 -2020 Director Private Markets @
- 2011 -2018 Director of Sales @
- 2010 -2011 Regional Vice President @ Keating Investments, LLC
- 2008 -2009 Business Analyst @
- 2007 -2009 Financial Consultant @
Patrick Morelli Education
- University of Colorado Denver
Master of Business Administration - MBA
2012
Patrick Morelli Skills
- Investments
- Asset Managment
- Alternative Investments
- Asset Management
- Mutual Funds
- Equities
- Hedge Funds
- Securities
- Series 7
- Portfolio Management
- Risk Management
- Private Equity
- Financial Advisory
- Strategic Financial Planning
- Finance
- Business Development
- Microsoft Office
- Financial Markets
- Investment Strategies
- Customer Relationship Management (CRM)
- Business Process Mapping
- Sales Management
- Sales Process
- Public Speaking
Patrick Morelli Summary
- Patrick Morelli, based in Denver, CO, US, is currently a Senior Strategic Accounts Manager, RIA at Russell Investments. Patrick Morelli brings experience from previous roles at CAIA Association Rocky Mountain Chapter, Rise Infrastructure Partners, Redbrick LMD and Hamilton Lane. Patrick Morelli holds a Master of Business Administration - MBA @ University of Colorado Denver. With a robust skill set that includes Investments, Asset Managment, Alternative Investments, Asset Management, Mutual Funds and more. Patrick Morelli has 3 emails and 4 mobile phone numbers on RocketReach.
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