Patrick Randall Email & Phone Number
Financial Advisor @ SHP Financial
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Patrick Randall Location
- Woburn, MA, US
Patrick Randall Work
- Financial Advisor @ (October 2018 - Present)
- Financial Advisor @ (August 2016 - August 2018)
- President @ City Point Wealth Management (April 2014 - August 2016)
- Operations Manager, COO, CIO @ (October 2009 - March 2014)
- Investment Advisory Representative @ (April 2009 - March 2014)
- Trader and Research Analyst @ (July 2007 - October 2009)
- Research Assistant @ Eastern Investment Advisors (November 2006 - March 2007)
- Mutual Fund Accounting Analyst @ (May 2006 - August 2006)
Patrick Randall Education
- Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree (Finance, with Distinction)
2007-2009 - Bentley University
BS (Finance)
2003-2007
Patrick Randall Skills
- Wealth Management
- Asset Allocation
- Financial Analysis
- Project Management
- Portfolio Management
- Financial Reporting
- Trading
- Personal Financial Planning
- Asset Protection
- Risk Management
- Regulatory Compliance
- College Education Planning
- College Funding Strategies
- Investments
- Investment Strategies
- Investment Properties
- Investment Management
- Cash Flow Management
- Cash Flow Forecasting
- Science
- Technician
- Financial Planning
- Services
- Legal
- Planning
- Global Mobility
- Mobility
- Tax
- Microsoft Excel
- Leadership
- Financial Advisory
- Alternative Investments
- Fixed Income
- Retirement Planning
- Finance
- Investment Advisory
- Equities
- Financial Services
- Mutual Funds
- Asset Management
- Management
Patrick Randall Summary
- Patrick Randall, based in Woburn, MA, US, is currently a Financial Advisor at SHP Financial. Patrick Randall brings experience from previous roles at NEIRG Wealth Management , City Point Wealth Management and New England Investment and Retirement Group, Inc.. Patrick Randall holds a 2007 - 2009 Master's Degree in Finance, with Distinction @ Bentley College - Elkin B. McCallum Graduate School of Business. With a robust skill set that includes Wealth Management, Asset Allocation, Financial Analysis, Project Management, Portfolio Management and more. Patrick Randall has 1 emails and 2 mobile phone numbers on RocketReach.
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Top SHP Financial Employees
Michelle Short
Chief Operations Officer (COO)
Plymouth, MA, US
Patrick Randall
Financial Advisor
Woburn, MA, US
Derek Gregoire
Owner
Plymouth, MA, US
Keith Ellis
Owner and Managing Partner
Plymouth, MA, US
Patrick Emery
New Business Processor
Kingston, MA, US
Marci Lucier
Financial Advisor
Boston, MA, US
Cameron Iarrobino
Investment Analyst
Boston, MA, US
Michael Guthrie
Financial Advisor - SHP Financial
Stow, MA, US
Mallory Sannella
Vice President of Operations
Plymouth, MA, US
Nicholas Nelson
Vice President, Advisory Solutions
Boston, MA, US
Owen Imparato
Director of Advisory Solutions
Boston, MA, US
Chase Reardon
Investment Advisor Representative
Boston, MA, US
Tasha Smith
Director of Business Development
Plymouth, MA, US
Colin Cronin
Advisor
Boston, MA, US
Paul Kittredge
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Carver, MA, US
Kyle Britton
Lead Advisor
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Matthew Peck
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