Director
Associate Market Executive
For over 20 years, Patrick has been helping Financial Advisors grow their businesses. Today he is the Market Director for the UBS Northern New England business. In this role, Patrick serves as a leader to the UBS Financial Advisors and support staff in the Maine, Vermont, and New Hampshire offices. His goal is to cultivate a collaborative environment so Financial Advisors can have a bigger impact in the lives of clients.
Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services in their Chicago office. After serving in various roles at Scudder, Patrick relocated to New England in 2005 and spent 4 years at Smith Barney as an operations manager.
Patrick joined the UBS team in 2009 where he ran the Operations group for the Northern New England Complex. In 2013 he was promoted to Complex Administrative Manager where he led the supervision and support teams. Patrick's groups focused on providing highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.
Patrick graduated from Columbia College Chicago with a degree in Management and currently holds the Series 7, 9, 10, 66 and 24 licenses. Patrick and his wife Meredith are avid skiers, and enjoy spending time on the lake with family and friends.
Director
Associate Market Executive
For over 20 years, Patrick has been helping Financial Advisors grow their businesses. Today he is the Market Director for the UBS Northern New England business. In this role, Patrick serves as a leader to the UBS Financial Advisors and support staff in the Maine, Vermont, and New Hampshire offices. His goal is to cultivate a collaborative environment so Financial Advisors can have a bigger impact in the lives of clients.
Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services in their Chicago office. After serving in various roles at Scudder, Patrick relocated to New England in 2005 and spent 4 years at Smith Barney as an operations manager.
Patrick joined the UBS team in 2009 where he ran the Operations group for the Northern New England Complex. In 2013 he was promoted to Complex Administrative Manager where he led the supervision and support teams. Patrick's groups focused on providing highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.
Patrick graduated from Columbia College Chicago with a degree in Management and currently holds the Series 7, 9, 10, 66 and 24 licenses. Patrick and his wife Meredith are avid skiers, and enjoy spending time on the lake with family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
