Patrick Meyer
Senior Director, Solution Consulting at Docusign
- Role
- Executive Director at Weatherhelm Capital Management, Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Executive Director
Weatherhelm Capital Management, Llc
May 2017 — Present · NY, US
NY RIA. Design and implement risk efficient portfolio strategies commensurate with current geopolitical landscape, utilizing ETFs/stocks/options/futures/single issue bonds across global exchanges.
Education
The Wharton School
Investment Management Program
2011 — 2012
UW Foster School of Business
DocuSign Leadership Program
2018 — 2018
Illinois State University
Bachelors, Finance
2003 — 2007
Skills
- Fixed Income
- Real Estate Economics
- Html
- Investment Properties
- Vba
- Real Estate Transactions
- Financial Analysis
- Closed-End Funds
- Asset Allocation
- Mutual Funds
- Php
- Investment Strategies
- Alternative Investments
- Valuation
- Cash Flow
- Asset Management
- Equities
- Financial Modeling
- Hedge Funds
- Institutional Investments
- Series 63
- Etfs
- Bloomberg
- Asset Managment
- Capital Markets
- Series 7
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