Patrick Morin Email & Phone Number
Managing Director @ HarbourView Equity Partners
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Patrick Morin Location
- United States
Patrick Morin Work
- Managing Director @ (January 2026 - Present)
- Managing Director @ (June 2016 - January 2026)
- Advisory Committee Member @ Lexington Public Trusts (October 2015 - December 2021)
- Director @ (August 2014 - May 2016)
- Portfolio Manager and Alternative Investment Specialist @ (July 2012 - July 2014)
- Managing Director @ Feingold O'Keeffe Capital, LLC (September 2007 - March 2012)
- Managing Director @ K Capital Partners (March 2006 - July 2007)
- Executive Director @ (July 2005 - March 2006)
- Executive Director @ (June 1994 - July 2005)
- Intern @ (January 1990 - January 1992)
Patrick Morin Education
- Loyola University Maryland
BBA (Finance)
1990-1994 - Paramus Catholic High School 1986-1990
Patrick Morin Skills
- Customer Relationship Management (CRM)
- Banking
- Financial Structuring
- Customer Engagement
- Budgeting
- Investment Strategies
- Client Services
- Leadership
- Management
- Portfolio Management
- New Business Development
- Fundraising
- International Business Development
- Market Planning
- Financial Analysis
- Board of Directors
- Client Relations
- Executive Leadership
- Account Management
- Financial Advisory
- Sales
- Strategic Thinking
- Retirement Savings
- Marketing Strategy
- Business Development
- International Sales
- Alternative Investments
- Hedge Funds
- Fund Of Funds
- Investor Relations
- Prime Brokerage
- Institutional Investors
- Wealth Management
- Institutional Investments
- Equities
- Asset Management
- Securities
- Investment Management
- Investment Banking
- Funding
- Capital Markets
- Financial Services
- Fixed Income
- Series 7
- Due Diligence
- Asset Allocation
- Finance
- Wealth Management Services
- Investments
- Strategy
- Sales Management
- Public Speaking
- Project Management
- Global Business Development
- Advisory
- Accounting
- Caia
- Development
Patrick Morin Summary
- Patrick Morin, based in United States, is currently a Managing Director at HarbourView Equity Partners. Patrick Morin brings experience from previous roles at Cambridge Associates, Lexington Public Trusts, Citi and Merrill Lynch. Patrick Morin holds a 1990 - 1994 BBA in Finance @ Loyola University Maryland. With a robust skill set that includes Customer Relationship Management (CRM), Banking, Financial Structuring, Customer Engagement, Budgeting and more. Patrick Morin has 2 emails and 2 mobile phone numbers on RocketReach.
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