Patrick Donnelly
First Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, First Vice President at Merrill Lynch
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Patrick Donnelly
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.\"How can I help you improve your quality of life?\" That is a question I ask everyday and the number one goal for myself and my team. My life mission is to positively affect the lives of my clients by helping them achieve their financial goals. When I am not in the office I enjoy reading, golfing and playing basketball and football. Feel free to reach out with any questions regarding your financial matters.
Experience
Senior Financial Advisor, First Vice President
May 2018 — Present
Education
Brown University
Bachelor's Degree
2009 — 2013
Skills
- Contract Management
- Microsoft Word
- Microsoft Office
- Value Engineering
- Change Orders
- Construction
- Analysis
- Construction Management
- Microsoft Excel
- Powerpoint
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