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 University - McCallum Graduate School of Business
Master's Degree (Finance, with Distinction)
2007-2009 - Bentley University
BS (Finance)
2003-2007
Patrick Randall Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Protection
- Cash Flow Forecasting
- Cash Flow Management
- College Education Planning
- College Funding Strategies
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Reporting
- Financial Services
- Fixed Income
- Investment Advisory
- Investment Management
- Investment Properties
- Investment Strategies
- Investments
- Leadership
- Management
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Project Management
- Regulatory Compliance
- Retirement Planning
- Risk Management
- Trading
- Wealth Management
- Science
- Technician
- Services
- Legal
- Planning
- Global Mobility
- Mobility
- Tax
- Microsoft Excel
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 and City Point Wealth Management. Patrick Randall holds a 2007 - 2009 Master's Degree in Finance, with Distinction @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Protection, Cash Flow Forecasting and more. Patrick Randall has 1 emails and 2 mobile phone numbers on RocketReach.
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Nicholas Nelson
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Aidan Arone
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Matthew Peck
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Sam Madden
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