Investment Advisor @ (February 2014 - September 2026)
VP Business Development @ (February 2012 - January 2014)
Associate @ (September 2010 - February 2012)
Senior Vice President, Advisory Business Development @ National Retirement Partners (June 2006 - August 2010)
Patrick Morrell Education
Northeastern University
Bachelor of Science (Business Administration)
2001-2006
G. Ray Bodley 1997-2001
Patrick Morrell Skills
401(k) Retirement Savings Plans
401k
Alternative Investments
Asset Allocation
Business Development
FINRA
Financial Advisory
Hedge Funds
Investment Advisory
Investment Advisory Services
Investment Management
Investment Portfolios
Investment Research
Investment Strategies
Investments
Management
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 63
Series 7
Start-ups
Trading
Wealth Management
Patrick Morrell Summary
Patrick Morrell, based in Chicago, IL, US, is currently a Senior Investment Consultant at Marsh. Patrick Morrell brings experience from previous roles at GRP Financial, LPL Financial, J.P. Morgan Asset Management and National Retirement Partners. Patrick Morrell holds a 2001 - 2006 Bachelor of Science in Business Administration @ Northeastern University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Alternative Investments, Asset Allocation, Business Development and more. Patrick Morrell has 3 emails and 1 mobile phone numbers on RocketReach.
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