Patrick Devlin Email & Phone Number

Plymouth Meeting, Pennsylvania, United States

Greater Philadelphia Area

Oaks, Pennsylvania

 Consult with Trust Companies, Banks, and Advisors to identify possible synergies gained by using SEI Wealth Platform Work with investments team of those banks to create an optimal asset allocation structure to streamline investment structure across firm Understand middle office workflows to create the necessary routing and approval moments to ensure compliance with all regulatory requirements Presented updated code changes to a group of Product Owners and Scrum Masters… Show more  Consult with Trust Companies, Banks, and Advisors to identify possible synergies gained by using SEI Wealth Platform Work with investments team of those banks to create an optimal asset allocation structure to streamline investment structure across firm Understand middle office workflows to create the necessary routing and approval moments to ensure compliance with all regulatory requirements Presented updated code changes to a group of Product Owners and Scrum Masters to make certain these code changes met the specifications of the marketplace Created a FinTech industry competitive analysis, using market research, focusing specifically on the Platform as a Service industry Show less

Wilmington, Delaware

 Collaborated with Team Leaders to ensure all accountants maintain NASBA standards by composing professional development tracker  Coordinated a companywide event hosting over 400 people Updated intranet to increase efficiencies with conducting an in-house CPE Activity

Berea, Ohio

 Developed exceptional leadership skills in a competitive and group oriented environment Studied film to prepare for games, learned opposing defenses, identified weaknesses of opposing teams and players Collaborated with coaches to strategically implement a game plan to attack weaknesses of opponent

Quarterback

Financial planning, reporting, and analysis

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Finance, General

Activities and Societies: Football Team

Ba, Finance, 3.75

Activities and Societies: Penn State investment Club (Energy Sector) , Penn State Football