Patrick Shields Email & Phone Number
Senior Vice President - Financial Advisor @ Morgan Stanley
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Patrick Shields Location
- Huntsville, AL, US
Patrick Shields Work
- 2020 -now Senior Vice President - Financial Advisor @
- 1998 -2020 Senior Financial Advisor, Senior Vice President @
- 1988 -1998 Financial Cost Management Analyst @ The Boeing Company
Patrick Shields Education
- Wichita State University
Bachelor's Degree
1980-1987
Patrick Shields Skills
- Series 7
- Series 63
- Retirement Planning
- Wealth Management
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Investment Advisory
- Hedge Funds
- Financial Analysis
- Bonds
- Investment Management
- Equities
- FINRA
- Wealth Management Services
- Securities
- Insurance
- ETFs
- Retirement
- Financial Advisory
- Investment Strategies
- Portfolio Management
- Strategic Financial Planning
- Uniform Combined State Law
- Investments
- Loans
- Leadership
- Accounting
- Program Management
- Microsoft Excel
- Project Management
- Access
- Management
- Unix
- Troubleshooting
- Databases
- Customer Service
- Windows
- Training
- Invoicing
- Time Management
- Process Improvement
- Business Analysis
- Microsoft Office
- Data Analysis
- Finance
- Six Sigma
- Sales
Patrick Shields Summary
- Patrick Shields, based in Huntsville, AL, US, is currently a Senior Vice President - Financial Advisor at Morgan Stanley. Patrick Shields brings experience from previous roles at Merrill Lynch Wealth Management and The Boeing Company. Patrick Shields holds a 1980 - 1987 Bachelor's Degree @ Wichita State University. With a robust skill set that includes Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation and more. Patrick Shields has 2 emails and 3 mobile phone numbers on RocketReach.
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