Patrick Thompson's Location
Atlanta, GA, US
Patrick Thompson's Work
- Investment Management and Partner @ Callan Family Office
- Analyst, Asset Management @ Wells Fargo Private Bank
- Analyst, Asset Management @ Wells Fargo Private Bank
- Associate, Asset Management @ Wells Fargo Private Bank
- Associate, Client Services @ Wells Fargo Private Bank
- Regional Bank Private Banker @ Wells Fargo
- Associate Relationship Manager @ Wachovia Wealth Management
- Client Management Associate @ Wachovia Wealth Management
Patrick Thompson's Education
- University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Investment Management, Corporate Finance
2013 - 2015 - Florida State University
Bachelor of Science (B.S.) (Finance, Minor Computer Science)
1998 - 2003
Patrick Thompson's Skills
- Financial Analysis
- Wealth Management
- Investments
- Asset Management
- Portfolio Management
- Asset Allocation
- Financial Planning
- Equities
- Investment Strategies
- Financial Services
Patrick Thompson's Summary
Patrick Thompson, based in Atlanta, GA, US, is currently a Investment Management and Partner at Callan Family Office, bringing experience from previous roles at Abbot Downing. Patrick Thompson holds a 2013 - 2015 Master of Business Administration (MBA), Investment Management, Corporate Finance @ University of North Carolina at Chapel Hill. With a robust skill set that includes Financial Analysis, Wealth Management, Investments, Asset Management, Portfolio Management and more, Patrick Thompson contributes valuable insights to the industry. Patrick Thompson has 1 email on RocketReach.
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