Patrick Randall's Location
Woburn, MA, US
Patrick Randall's Work
- Financial Advisor @ SHP Financial
- Financial Advisor @ NEIRG Wealth Management
- President @ City Point Wealth Management
- Operations Manager, COO, CIO @ NEIRG Wealth Management
- Investment Advisory Representative @ NEIRG Wealth Management
- Trader and Research Analyst @ NEIRG Wealth Management
- Research Assistant @ Eastern Investment Advisors
- Mutual Fund Accounting Analyst @ Fidelity Investments
Patrick Randall's 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's Skills
- Wealth Management
- Asset Allocation
- Financial Analysis
- Project Management
- Portfolio Management
- Financial Reporting
- Trading
- Personal Financial Planning
- Asset Protection
- Risk Management
Patrick Randall's Summary
Patrick Randall, based in Woburn, MA, US, is currently a Financial Advisor at SHP Financial, bringing experience from previous roles at New England Investment & Retirement Group, 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 contributes valuable insights to the industry. Patrick Randall has 2 emails on RocketReach.
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