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Patrick Stephenson Location
San Francisco, CA, US
Patrick Stephenson Work
Private Markets Investment Due Diligence @ (May 2018 - Present)
Client Account Manager @ (June 2015 - May 2018)
Financial Advisor @ (May 2014 - May 2015)
Finance Intern @ (May 2013 - January 2014)
Patrick Stephenson Education
Ithaca College
Bachelor of Science (BS) (Football, Senior Captain)
McQuaid Jesuit
Patrick Stephenson Skills
Microsoft Excel
PowerPoint
Microsoft Office
Financial Reporting
Leadership
Customer Service
Finance
Financial Analysis
Strategic Financial Planning
Risk Management
Investments
Thompson One
Series 7
Bloomberg Terminal
Event Planning
Portfolio Management
Management
Financial Planning
Independent Living
Public Speaking
Expert Determination
Sales
Microsoft Word
Patrick Stephenson Summary
Patrick Stephenson, based in San Francisco, CA, US, is currently a Private Markets Investment Due Diligence at Albourne. Patrick Stephenson brings experience from previous roles at Albourne, Merrill Lynch and Genesee Regional Bank. Patrick Stephenson holds a Bachelor of Science (BS) in Football, Senior Captain @ Ithaca College. With a robust skill set that includes Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Leadership and more. Patrick Stephenson has 1 emails and 1 mobile phone numbers on RocketReach.
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