Patrick Morin Email & Phone Number
Managing Director @ HarbourView Equity Partners
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Patrick Morin Location
- United States
Patrick Morin Work
- 2026 -now Managing Director @
- 2016 -2026 Managing Director @
- 2015 -2021 Advisory Committee Member @ Lexington Public Trusts
- 2014 -2016 Director @
- 2012 -2014 Portfolio Manager and Alternative Investment Specialist @
- 2007 -2012 Managing Director @ Feingold O'Keeffe Capital, LLC
- 2006 -2007 Managing Director @ K Capital Partners
- 2005 -2006 Executive Director @
- 1994 -2005 Executive Director @
- 1990 -1992 Intern @
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 on RocketReach.
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