Patrick Briand
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Patrick Briand Email & Phone Number

Investment Analyst and Trading Associate at Argent Wealth Management, LLC
Location: Greater Boston, United States 9 work roles 4 schools
1 phone found area 508 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Direct phone (508) ***-****
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Role
Investment Analyst and Trading Associate
Location
Greater Boston, United States
Company size

Who is Patrick Briand? Overview

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Quick answer

Patrick Briand is listed as Investment Analyst and Trading Associate at Argent Wealth Management, LLC, a with 28 employees, based in Greater Boston, United States. AeroLeads shows phone signal with area code 508 and a matched LinkedIn profile for Patrick Briand.

Patrick Briand previously worked as Investment Analyst & Trading Associate at Argent Wealth Management, Llc and Investment Analyst/Trader at Plimoth Investment Advisors. Patrick Briand holds Bachelor'S Degree, Economics-Finance from Bentley University.

Company email context

Email format at Argent Wealth Management, LLC

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Argent Wealth Management, LLC

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Profile bio

About Patrick Briand

Investment analyst specializing in equity research across a variety of sectors including industrials and healthcare. I'm passionate about macroeconomics, geopolitics and their affect on markets, and performing company and industry analysis. I began working at Argent Wealth Management in January 2023 after 2+ years with Plimoth Investment Advisors. In 2020 I graduated from Bentley University with a bachelor's degree in economics & finance, and a minor in political studies. I recently passed the CFA Level 1 Exam-February 2022 and am currently a candidate for Level 2 of the CFA Exam.

Listed skills include Sports Coaching, Writing, Economics, Working With Children, and 11 others.

Current workplace

Patrick Briand's current company

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Argent Wealth Management, LLC
Argent Wealth Management, Llc
Investment Analyst and Trading Associate
Boston, MA, US
Website
Employees
28
AeroLeads page
9 roles

Patrick Briand work experience

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Investment Analyst/Trader

Swansea, Massachusetts, United States

-Researched equities, focusing on health care, industrials, energy, & materials. -Produced a variety of written material, including weekly economic updates for our website and a primer on cryptocurrencies for employees of our parent bank.-Kept portfolio managers up to date on macro-economic, geopolitical, and company-specific news.-Handled trading activities across various asset classes, most often dealing with fixed income.-Provided operational support to Retirement Plan Managers.

Aug 2020 - Dec 2022

Wealth Management Intern

Swansea, Ma

Prepared qualitative research reports on various companies as well as market sectors including real estate and pharmaceuticals. Conducted analysis utilizing various resources, including Morningstar, CFRA, and the Bloomberg Terminal, to present and communicate my ideas to the investment team at PIA. Aided investment officers with the latest research to best serve their clients' needs. Also participated and facilitated discussion on current financial topics in a weekly discussion group with fellow interns and PIA employees.

May 2018 - Aug 2019

Cross Country Instructor

Mattapoisett Track Club

Mattapoisett, Ma

Have worked as a staff member and cross country instructor at Mattapoisett Track Club for the past six summers. Taught children ages 3-13 distance running and collaborated with dozens of fellow employees over the years to make the experience memorable for participants and their parents.

Jun 2014 - Aug 2019

Business Information Systems Intern

Swansea, Ma

Managed files in BayCoast's Integra and COCC Insight databases and worked on projects to improve the technical efficiency of the office and our bank's operations. Fixed telephones, assisted in updates to our network of ATMs, and relayed information to branches relating to information systems procedures from BayCoast Bank's headquarters in Swansea, MA.

May 2017 - Jan 2018

Operations Intern

New Bedford, Ma

Worked as an intern with this NECBL baseball team during the Summer of 2016. Contributed a variety of efforts to the team's operations, not limited to but including set-up of concourse games, assistance in concessions and ticketing, and writing online articles about the team.

Jun 2016 - Aug 2016

Old Rochester Correspondent

Mattapoisett, Ma

I worked for nearly two years as a staff writer for The Wanderer newspaper, which covers the towns of Mattapoisett, Marion, and Rochester, Massachusetts. During my first year, I wrote about school events at Old Rochester Regional High School, including school policies and the activities of student organizations. In my second year, I covered all of Old Rochester's sporting teams.

Oct 2014 - Jun 2016

Recreation Hall Manager

Crescent Beach Improvement Association

Mattapoisett, Massachusetts

Managed Raymond Hall, a recreational hall for the community of Crescent Beach, for two summers while in high school. Supervised children of all ages while maintaining a welcoming atmosphere for residents of the neighborhood. Organized events for members of the community including an ice cream & pizza night and a ping pong tournament.

Jul 2014 - Sep 2015
Team & coworkers

Colleagues at Argent Wealth Management, LLC

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4 education records

Patrick Briand education

Bachelor'S Degree, Economics-Finance

Activities and Societies: Delta Sigma Pi, Service Learning, President's List Fall 2017VP of Alumni Relations for Delta Sigma Pi, Lambda.

High School

Old Rochester Regional High School

Activities and Societies: National Honor Society, Cross Country, Track & Field, Newspaper

Education record

Bishop Stang High School

Activities and Societies: Cross Country, Indoor and Outdoor Track

FAQ

Frequently asked questions about Patrick Briand

Quick answers generated from the profile data available on this page.

What company does Patrick Briand work for?

Patrick Briand works for Argent Wealth Management, LLC.

What is Patrick Briand's role at Argent Wealth Management, LLC?

Patrick Briand is listed as Investment Analyst and Trading Associate at Argent Wealth Management, LLC.

What is Patrick Briand's phone number?

AeroLeads has found 1 phone signal(s) with area code 508 for Patrick Briand at Argent Wealth Management, LLC.

Where is Patrick Briand based?

Patrick Briand is based in Greater Boston, United States while working with Argent Wealth Management, LLC.

What companies has Patrick Briand worked for?

Patrick Briand has worked for Argent Wealth Management, Llc, Plimoth Investment Advisors, Mattapoisett Track Club, Baycoast Bank, and New Bedford Bay Sox.

Who are Patrick Briand's colleagues at Argent Wealth Management, LLC?

Patrick Briand's colleagues at Argent Wealth Management, LLC include Joseph Cabrera Iii, Charlotte Spiegel, Lynn (Lavoie) Waples, Cfp®, Queenie Shi, and Andrew Koutroukas.

How can I contact Patrick Briand?

You can use AeroLeads to view verified contact signals for Patrick Briand at Argent Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Briand attend?

Patrick Briand holds Bachelor'S Degree, Economics-Finance from Bentley University.

What skills is Patrick Briand known for?

Patrick Briand is listed with skills including Sports Coaching, Writing, Economics, Working With Children, Editing, Newspapers, Sports, and Politics.

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