Patrick Muirhead Email & Phone Number

New York, New York, United States

Managed a high-value portfolio of 2000+ clients with assets exceeding $50 million per quarterBuilt and maintained relationships with clients from start up hedge funds to Csuite executives at major firms including State Street, Vanguard, and Amazon.Resolved financial disputes of up to $5 million with clients on a daily basis.Delivered detailed analyses of client account financials using advanced Excelskills, Powerpoint Presentations, and concise communication.

Jamaica, New York, United States

Managed the sale, maintenance, distribution, and organization of Penske’s $20 million in assets fleet across the Five Boroughs and Long Island. Won sales competitions in all of the Five Boroughs and Long Island. Addressed high-value bad debts, collaborated on P&L analysis, and created strategic planning for forecasting budgets. Led teams, ensured smooth operations, and efficient workflows which helped the branch have three consecutive monthly recording breaking revenues.

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Accounting And Finance