Patrick Aitken Email & Phone Number

London, GB

Baltimore, Maryland, US

Analyzed client portfolios to help them reach short and long term financial goals. This included reviewing the client’s expenditures and savings, investment, insurance and retirement accounts. Based on analysis, created new client financial portfolios to minimize financial risk and build wealth. Assisted in financial presentations to educate clients on.

Washington, DC, US

As a summer finance intern I learned to use Quickbooks as a method to manage company finances. I worked on accounts receivable and payable, assisted with general accounting month-end closing procedures and created financial statements to reconcile the firm’s projected monthly budget. I also assisted with bi-weekly payroll processing while gaining exposure.

South Euclid, OH, US

Gained Valuable time management, teamwork and goal oriented skills by committing 30+ hours per week to training, competitive play and travel while maintaining a full course load. Also participated in community volunteer events on behalf of the college and athletic department.

Cleveland, Ohio, US

Responsibilities included managing golf cart use by members, organizing the bag room by club number and cleaning clubs, assisting members with putting golf clubs into a golf cart and or pull cart. Keeping the bag room and golf cart room clean and free of debris as well as organizing the range.

Fairfax, VA, US

Organized and ran the baseball practices on a daily basis for children four to fourteen years of age. Taught the basic fundamentals of the game (such as pitching, batting, fielding, and base running) to the younger athletes while further developing those skills in the older athletes.

Master Of Business Administration - Mba

Bachelor'S Degree, Finance

Education record