Patrick Harris

Patrick Harris Email and Phone Number

Managing Director @ Investment Research & Advisory Group | Institutional Advisory Services @ Investment Research & Advisory Group, Inc.
atlanta, georgia, united states
Patrick Harris's Location
Atlanta, Georgia, United States, United States
Patrick Harris's Contact Details

Patrick Harris personal email

n/a
About Patrick Harris

Patrick Harris is a Managing Director @ Investment Research & Advisory Group | Institutional Advisory Services at Investment Research & Advisory Group, Inc.. He possess expertise in microsoft excel, microsoft word, microsoft office, accounting, spreadsheets and 25 more skills.

Patrick Harris's Current Company Details
Investment Research & Advisory Group, Inc.

Investment Research & Advisory Group, Inc.

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Managing Director @ Investment Research & Advisory Group | Institutional Advisory Services
atlanta, georgia, united states
Website:
iragroup.com
Employees:
12
Patrick Harris Work Experience Details
  • Investment Research & Advisory Group, Inc.
    Managing Director
    Investment Research & Advisory Group, Inc. Apr 2024 - Present
    Atlanta, Georgia, United States
    View
  • Creative Planning Retirement Services
    Business Development Specialist
    Creative Planning Retirement Services Jul 2022 - Apr 2024
    Atlanta, Georgia, United States
    View
  • Nfp
    Retirement Advisor
    Nfp Aug 2020 - Jul 2022
    Charlotte, North Carolina, United States
    Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). NFP is not affiliated with Kestra AS.This site is published for residents of the United States only. Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.
    View
  • U.S. Bank
    Analyst
    U.S. Bank Oct 2019 - Aug 2020
    Charlotte, North Carolina, United States
    View
  • Investment Research & Advisory Group, Inc.
    Director, Institutional Advisory Services
    Investment Research & Advisory Group, Inc. Sep 2016 - Jul 2019
    View
  • Investment Research & Advisory Group, Inc.
    Director, Research & Reporting
    Investment Research & Advisory Group, Inc. Sep 2014 - Dec 2017
    Greater Atlanta Area
    View
  • Preserverpartners, Llc
    Investment Analyst Intern
    Preserverpartners, Llc Aug 2013 - Dec 2013
    Greater Memphis Area
    View
  • Worthpoint
    Accounting Intern
    Worthpoint Jun 2013 - Aug 2013
    View

Patrick Harris Skills

Microsoft Excel Microsoft Word Microsoft Office Accounting Spreadsheets Quickbooks Access Financial Analysis Bookkeeping Invoicing Data Analysis Financial Accounting Account Reconciliation Data Entry Financial Reporting Outlook Time Management Teamwork Administrative Assistants Investments Finance Mutual Funds Economics Research Microsoft Powerpoint Financial Services Leadership Due Diligence Management Strategic Planning

Patrick Harris Education Details

Frequently Asked Questions about Patrick Harris

What company does Patrick Harris work for?

Patrick Harris works for Investment Research & Advisory Group, Inc.

What is Patrick Harris's role at the current company?

Patrick Harris's current role is Managing Director @ Investment Research & Advisory Group | Institutional Advisory Services.

What is Patrick Harris's email address?

Patrick Harris's email address is ph****@****nfp.com

What schools did Patrick Harris attend?

Patrick Harris attended Rhodes College.

What are some of Patrick Harris's interests?

Patrick Harris has interest in Investing, Soccer, Basketball, Reading, Hiking, Golf.

What skills is Patrick Harris known for?

Patrick Harris has skills like Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Spreadsheets, Quickbooks, Access, Financial Analysis, Bookkeeping, Invoicing, Data Analysis, Financial Accounting.

Who are Patrick Harris's colleagues?

Patrick Harris's colleagues are Hailey Wagner, Saloni Yadav, John Frazer, Denise Prince, Judy Jolley, Alex Morettini, Crpc®, Sandra Wynne.

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