Patrick Toolan Email & Phone Number
Senior ALM Analyst @ EPG, INCORPORATED
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Patrick Toolan Location
- Needham, MA, US
Patrick Toolan Work
- Senior ALM Analyst @ (June 2026 - Present)
- Asset Liability Management Analyst @ (June 2025 - May 2026)
- Club Sports Manager @ (August 2024 - May 2025)
- Wealth Management and Investment Intern @ (May 2024 - August 2024)
- Teaching Assistant @ (September 2023 - May 2024)
- Undergraduate Finance Intern - CFO Program @ (June 2023 - August 2023)
Patrick Toolan Education
- Isenberg School of Management, UMass Amherst
Bachelor's degree (Finance, Sports Management)
2021-2025 - Needham High School 2017-2021
Patrick Toolan Skills
- Adaptability
- Adobe Acrobat
- Artificial Intelligence (AI)
- Bloomberg Terminal
- Coaching
- Creativity
- Empyrean
- FactSet
- Finance
- Microsoft Excel
- Microsoft Office
- Pitchbook
- Power BI
- Problem Solving
- Python (Programming Language)
- Salesforce.com
- Sports Management
- Team Leadership
- Time Management
Patrick Toolan Summary
- Patrick Toolan, based in Needham, MA, US, is currently a Senior ALM Analyst at EPG, INCORPORATED. Patrick Toolan brings experience from previous roles at EPG, INCORPORATED, UMass Recreation Center, Little House Capital, LLC and Isenberg School of Management, UMass Amherst. Patrick Toolan holds a 2021 - 2025 Bachelor's degree in Finance, Sports Management @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Adaptability, Adobe Acrobat, Artificial Intelligence (AI), Bloomberg Terminal, Coaching and more. Patrick Toolan has 2 emails and 1 mobile phone numbers on RocketReach.
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