Patrick Devlin
Client Advisor @Legacy Advisors
Philadelphia, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2020 — Present
Client Advisor @Legacy Advisors
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Plymouth Meeting, PA, US
EDUCATION
2009 — 2010
University of Delaware
Bachelor's degree, Finance, General
2016 — 2017
Alfred Lerner College of Business & Economics at University of Delaware
Master of Business Administration - MBA, Finance, General
2006 — 2009
Penn State University
BA, Finance
SKILLS
Team LeadershipPowerpointExcel ExpertPortfolio OptimizationInvestmentsMulti-Cultural Team BuildingTime ManagementWordDecision-MakingExcelRegression AnalysisGoal OrientedEquity ValuationTeamworkTechnical AnalysisStrategic CommunicationsSasBloomberg TerminalDcf ValuationPortfolio ManagementProblem Solving
ABOUT PATRICK DEVLIN
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member…
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