James Patrick
Senior Financial Advisor, Senior Vice President - Wealth Management at Merrill Lynch
Based in San Francisco, United States
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Seniority
Vp
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
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Background
About James Patrick
James N. Patrick, Senior Vice President-Wealth Management, Senior Financial Advisor, CRPC®, CPM® Jim is responsible for investment strategies, daily trading activities and evaluating existing asset allocations. He is also responsible for business development and relationship management. He has extensive knowledge in wealth management services for corporate executives and their families. Jim is a Senior Vice President-Wealth Management, Senior Financial Advisor and holds Chartered Retirement Planning CounselorSM and Certified Portfolio Manager designations. He has been in the financial services industry for 27 years, of which the last 14 have been with Merrill Lynch. CPM® is a registered service mark of the Academy of Certified Portfolio Managers. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. Asset allocation does not ensure a profit or protect against loss in declining markets.
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