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
- Senior Strategic Accounts Manager, RIA @ (November 2025 - Present)
- Executive Committee Member @ (February 2025 - Present)
- Board Member @ Rise Infrastructure Partners (November 2023 - October 2025)
- Managing Director, Capital Markets @ (August 2022 - August 2024)
- Principal, Business Development @ (January 2021 - August 2022)
- Director Private Markets @ (September 2018 - December 2020)
- Director of Sales @ (August 2011 - August 2018)
- Regional Vice President @ Keating Investments, LLC (January 2010 - September 2011)
- Business Analyst @ Arrow Performance Group (October 2008 - December 2009)
- Financial Consultant @ (July 2007 - February 2009)
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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