Patrick Devlin
Client Advisor at Legacy Advisors
- Role
- Client Advisor at Legacy Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Patrick Devlin
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member…
Experience
Client Advisor
Mar 2020 — Present · Plymouth Meeting, PA, US
Education
University of Delaware
Bachelor's degree, Finance, General
2009 — 2010
Alfred Lerner College of Business & Economics at University of Delaware
Master of Business Administration - MBA, Finance, General
2016 — 2017
Penn State University
BA, Finance
2006 — 2009
Skills
- Team Leadership
- Powerpoint
- Excel Expert
- Portfolio Optimization
- Investments
- Multi-Cultural Team Building
- Time Management
- Word
- Decision-Making
- Excel
- Regression Analysis
- Goal Oriented
- Equity Valuation
- Teamwork
- Technical Analysis
- Strategic Communications
- Sas
- Bloomberg Terminal
- Dcf Valuation
- Portfolio Management
- Problem Solving
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