Patrick Thompson Email & Phone Number
Managing Director - Wealth Management @ UBS Group AG
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Patrick Thompson Location
- Chicago, IL, US
Patrick Thompson Work
- Managing Director - Wealth Management @ (March 2008 - Present)
- Associate @ Winona Capital Management (September 2006 - January 2008)
- Associate Portfolio Manager @ (July 2000 - June 2006)
- Intern @ Lake Forest Capital Management (June 1999 - August 1999)
- Intern @ Hartline Investment Corporation (June 1998 - August 1998)
- Intern @ (June 1997 - August 1997)
Patrick Thompson Education
- Northwestern University - Kellogg School of Management
MBA (Finance, Management & Strategy, Management & Organization)
2003-2006 - Northwestern University
BA (Economics)
1996-2000
Patrick Thompson Skills
- Wealth Management
- Investment Strategies
- Portfolio Management
- Networking
- Philanthropy
- Customer service
- Risk Management
- Series 7
- Series 66
- Microsoft Office
- Project Management
- Investments
- Marketing
- Strategic Planning
- Strategy
- Sales
- Research
Patrick Thompson Summary
- Patrick Thompson, based in Chicago, IL, US, is currently a Managing Director - Wealth Management at UBS Financial Services, Inc.. Patrick Thompson brings experience from previous roles at Winona Capital Management, Northern Trust, Lake Forest Capital Management and Hartline Investment Corporation. Patrick Thompson holds a 2003 - 2006 MBA in Finance, Management & Strategy, Management & Organization @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Investment Strategies, Portfolio Management, Networking, Philanthropy and more. Patrick Thompson has 3 emails and 7 mobile phone numbers on RocketReach.
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Others Named Patrick Thompson
Patrick Thompson
Managing Director - Wealth Management
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