Patrick Smith's Location
Guilford, CT, US
Patrick Smith's Work
- Partner and Senior Wealth Advisor @ Exencial Wealth Advisors
- Partner @ Shoreline Financial Advisors, LLC
- Senior Vice President and Portfolio Manager @ Amundi US
- Vice President and Portfolio Manager @ Loomis, Sayles & Company
- Assistant Vice President and Security Analyst @ Putnam Investments
Patrick Smith's Education
- University of Notre Dame
BBA (Finance)
1980 - 1984 - Boston College
MS (Finance)
1989 - 1991
Patrick Smith's Skills
- Business Strategy
- Portfolio Management
- Management
- Project Management
- Research
- Business Analysis
- Microsoft Excel
- Commercial Litigation
- Hedge Funds
- Penetration Testing
Patrick Smith's Summary
Patrick Smith, based in Guilford, CT, US, is currently a Partner and Senior Wealth Advisor at Exencial Wealth Advisors, bringing experience from previous roles at Shoreline Financial Advisors, LLC, Pioneer Investments, Loomis, Sayles & Company and Putnam Investments. Patrick Smith holds a 1980 - 1984 BBA in Finance @ University of Notre Dame. With a robust skill set that includes Business Strategy, Portfolio Management, Management, Project Management, Research and more, Patrick Smith contributes valuable insights to the industry. Patrick Smith has 1 email on RocketReach.
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