You have plenty of "yes" men. What you need is a "know" man.
Responsible for the development, planning, and execution of FUSE Research Network BenchMark Series Reports. The reports in the series include Product Management/Development, Marketing, Sales, and National Accounts.
- Patrick worked at Cerulli Associates with research responsibilities focusing on the fee-based advisory industry and provided qualitative and quantitative analysis for the firm’s quarterly and annual reports.
- Patrick was the lead author on multiple reports including Managed Accounts: Product Innovation in Fee-Based Relationships.
- He also helped build an interactive web-based platform focused on managed account platforms.
Education & Other Experience
- Patrick is a graduate of Boston College with a B.S. in Finance and Marketing