Patricia MacKenzie
Finance Professional | Alternative Investments & Investment Operations Expertise | Real Estate | MBA, CAIA
- Role
- Founder and Principal at Carnegie Advisory Services, Llc
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Patricia MacKenzie
I\'m a finance professional with experience in alternative investments, real estate…
Experience
Founder and Principal
Carnegie Advisory Services, Llc
Jan 2008 — Present · CA, US
NYC (20••••20) and California (2020-Present)Founded firm to support alternative investment businesses, focusing on portfolio management, compliance, and due diligence.Mentored by RIA founder in hedge fund operations and built relationships with accredited investors.Engaged in options trading and portfolio management,Earned CAIA designation and Series 65 License.
Education
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science (BS) cum laude, Quantitative Analysis (Statistical Modeling and Coding). Top QA student in graduating class.
Stanford Continuing Studies
Technology
NYU Stern School of Business
MBA, Finance
NYU School of Professional Studies
Real Estate Finance
Vanderbilt University
Online Studies, Prompt Engineering
Skills
- Strategy
- Microsoft Office
- Capital Markets
- Banking
- Asset Management
- Regulatory Compliance
- Derivatives
- Real Estate
- Microsoft Excel
- Investments
- Due Diligence
- Hedge Funds
- Start-Ups
- R
- Salesforce.com
- Relationship Management
- Project Management
- Investment Advisors Act of 1940
- Alternative Investments
- Private Wealth Management
- Private Equity
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