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 2 mobile phone numbers on RocketReach.
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