Patrick Randall Email & Phone Number
Financial Advisor @ SHP Financial
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Patrick Randall Location
- Woburn, MA, US
Patrick Randall Work
- 2018 - now Financial Advisor @
- 2016 - 2018 Financial Advisor @
- 2014 - 2016 President @ City Point Wealth Management
- 2009 - 2014 Operations Manager, COO, CIO @
- 2009 - 2014 Investment Advisory Representative @
- 2007 - 2009 Trader and Research Analyst @
- 2006 - 2007 Research Assistant @ Eastern Investment Advisors
- 2006 - 2006 Mutual Fund Accounting Analyst @
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 2 emails and 1 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
Marci Lucier
Financial Advisor
Boston, MA, US
Zack Ricciardi
Service Representative
Boston, 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
Jason Smith
Owner
Columbus, OH, US
David Layte
Planning Advisor
Plymouth, MA, US
Sam Pollack
Data Specialist
Plymouth, MA, US
Erin MacHado
Vice President of Compliance
Plymouth, MA, US
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