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Patrick C. Email & Phone Number

Senior Investment Valuation Analyst at MUFG Investor Services
Location: Philadelphia, Pennsylvania, United States 5 work roles 2 schools
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Current company
MUFG Investor Services
Role
Senior Investment Valuation Analyst
Location
Philadelphia, Pennsylvania, United States
Company size
2002 employees

Who is Patrick C.? Overview

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Quick answer

Patrick C. is listed as Senior Investment Valuation Analyst at MUFG Investor Services, a with 2002 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Patrick C..

Patrick C. previously worked as Senior Investment Accounting Associate at Mufg Investor Services and Associate Investment Accountant at Mufg Investor Services. Patrick C. holds Bachelor Of Arts - Ba, Economics, Business Concentration, Finance Minor from Assumption University.

Company email context

Email format at MUFG Investor Services

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MUFG Investor Services

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Profile bio

About Patrick C.

Hello! My name is Patrick, I’m a Senior Investment Accounting Associate with Mitsubishi UFJ Financial Group (MUFG). I graduated from Assumption University in May 2021 with a degree in Economics and a minor in Finance. I am a thoughtful and hardworking individual, and a lifelong learner with a strong passion for investing and corporate finance.

Listed skills include Social Media, Microsoft Powerpoint, Financial Modeling, Data Analysis, and 18 others.

Current workplace

Patrick C.'s current company

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MUFG Investor Services
Mufg Investor Services
Senior Investment Valuation Analyst
Philadelphia, PA, US
Website
mufg-investorservices.com
Employees
2002
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5 roles

Patrick C. work experience

A career timeline built from the work history available for this profile.

Portfolio Administrator

Loomis, Sayles & Company

Boston, Ma, Us

-Analyze monthly fixed income portfolio asset reports for client accounts-Utilize Bloomberg to research portfolio discrepancies between Loomis Sayles and custodian banks -Research and report variances and incorrect holdings within accounts and maintain correspondence with banks on any account issues, while monitoring futures and options within client accounts, and ensuring swaps are reported correctly-Submit daily/monthly asset and cash reconciliations for custodian banks, such as: BNY Mellon, Goldman Sachs, JP Morgan Chase, Northern Trust, State Street Corporation, and Wells Fargo-Monitor cash flows, daily expenses, and collateral holdings for client portfolios

Nov 2021 - Oct 2022

Intern

Assumption University Office Of Communications

-Conducted market research to develop a social media plan for the Assumption University School of Nursing, which lead to a 40% increase in engagement-Assisted with producing press releases and web stories for use on the official school website-Maintained a detailed and accurate record of minutes during communications team meetings

May 2020 - Aug 2020
Team & coworkers

Colleagues at MUFG Investor Services

Other employees you can reach at mufg-investorservices.com. View company contacts for 2002 employees →

KJ Keisha Johnson Keisha Johnson Colleague at Mufg Investor ServicesHamilton, Hamilton City, Bermuda View → RB Rajalakshmi Balakrishnan Rajalakshmi Balakrishnan Colleague at Mufg Investor ServicesCanada View → ZT Zhanhua Tan Zhanhua Tan Colleague at Mufg Investor ServicesSingapore View → PP Prodromos Pitsillidis Prodromos Pitsillidis Colleague at Mufg Investor ServicesLimassol, Cyprus View → AK Anil Kumar Anil Kumar Colleague at Mufg Investor ServicesPiscataway, New Jersey, United States View → TD Tom Disbennett Tom Disbennett Colleague at Mufg Investor ServicesUnited States View → AL Alexander L. Alexander L. Colleague at Mufg Investor ServicesUnited Kingdom View → KD Konrad Dwojak Konrad Dwojak Colleague at Mufg Investor ServicesLuxembourg View → KR Krutika Rana Krutika Rana Colleague at Mufg Investor ServicesDublin, County Dublin, Ireland View → DL David Luong David Luong Colleague at Mufg Investor ServicesDartmouth, Nova Scotia, Canada View →
2 education records

Patrick C. education

Bachelor Of Arts - Ba, Economics, Business Concentration, Finance Minor

Assumption University

High School Diploma

Northwest Catholic High School
FAQ

Frequently asked questions about Patrick C.

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

What company does Patrick C. work for?

Patrick C. works for MUFG Investor Services.

What is Patrick C.'s role at MUFG Investor Services?

Patrick C. is listed as Senior Investment Valuation Analyst at MUFG Investor Services.

Where is Patrick C. based?

Patrick C. is based in Philadelphia, Pennsylvania, United States while working with MUFG Investor Services.

What companies has Patrick C. worked for?

Patrick C. has worked for Mufg Investor Services, Loomis, Sayles & Company, and Assumption University Office Of Communications.

Who are Patrick C.'s colleagues at MUFG Investor Services?

Patrick C.'s colleagues at MUFG Investor Services include Keisha Johnson, Rajalakshmi Balakrishnan, Zhanhua Tan, Prodromos Pitsillidis, and Anil Kumar.

How can I contact Patrick C.?

You can use AeroLeads to view verified contact signals for Patrick C. at MUFG Investor Services, including work email, phone, and LinkedIn data when available.

What schools did Patrick C. attend?

Patrick C. holds Bachelor Of Arts - Ba, Economics, Business Concentration, Finance Minor from Assumption University.

What skills is Patrick C. known for?

Patrick C. is listed with skills including Social Media, Microsoft Powerpoint, Financial Modeling, Data Analysis, Investment Research, Communication, Finance, and Microsoft Office.

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