Patrick Lenahan
Market Conduct Surveillance Analyst at Ubs
Based in Nashville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Nashville
Industry
Financial Services
Company size
118K
Contact information
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p•••••••@ubs.com
Phone
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Background
About Patrick Lenahan
As a freelance business analyst on Upwork, I help clients with various projects related to finance and real estate, such as market research, data analysis, and report writing. I have over two years of experience in the private wealth management industry, where I worked as an associate and a coordinator at AllianceBernstein, a leading global investment firm. There, I supported the advisors and the clients with portfolio management, financial planning, and client service. I also have a background in real estate, having worked as an escrow assistant at INational Closing and Escrow, where I facilitated the closing process for buyers and sellers. I have strong skills in customer service, finance, and real estate, and I am always eager to learn new tools and techniques to deliver high-quality results. My mission is to help clients achieve their financial and real estate goals, and I value collaboration, integrity, and innovation. I am looking for new opportunities to apply my skills and expertise in finance and real estate, and to join a diverse and dynamic team that shares my vision and passion.
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