Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Patrick M. Email & Phone Number
Analyst
at
SLB Capital Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Analyst
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Patrick M.? Overview
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Quick answer
Patrick M. is listed as Analyst at SLB Capital Advisors, a with 5 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Patrick M..
Patrick M. previously worked as Private Equity Intern at Newspring and Operations Intern at Xponance, Inc.. Patrick M. holds Bachelor Of Business Administration - Bba, Finance from Fox School Of Business At Temple University.
Company email context
Email format at SLB Capital Advisors
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SLB Capital Advisors
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Profile bio
About Patrick M.
I'm an experienced entrepreneur and business owner. Through my past experience owning and running a retail rare coin shop I have developed business and relationship skills that are applicable across all branches of Finance. I’m looking to apply these skills to a career on the buy-side, focusing on Private Equity, Venture Capital, or Investment Banking.
Current workplace
Patrick M.'s current company
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Slb Capital Advisors
7 roles
Patrick M. work experience
A career timeline built from the work history available for this profile.
Private Equity Intern
Jun 2023 - Aug 2023
Operations Intern
- Assist with multi-manager investment policy and procedure review- Complete performance monitoring and portfolio measurement- Ensure multi-manager portfolio expenses fall within guidelines
Jun 2022 - Feb 2023
Lead Analyst | Industrials Coverage
Sep 2022 - Dec 2022
Retail Manager
Prescription Chicken
• Managed inventory to minimize waste and streamline the ordering process using JIT methodology• Supported wind down and transfer of operations to alternate location
Apr 2020 - Jun 2021
Owner
First State Coin Co.
• Secured a bank loan to purchase the company through the creation and endorsement of a business plan outlining future improvements to the business model• Planned and completed modernization of company accounting and bookkeeping system from legacy Lotus123 code to QuickBooks, enabling standardized monitoring, reporting, and yearly accounting functions• Maintained accounts ledger and performed all essential bookkeeping functions, enabling tracking of incoming and outgoing inventory averaging $45,000 per week• Designed and implemented a company 401k program to ensure holistic employee financial wellness, including company matching and establishment of vesting periods for all employees• Administered company health insurance plans by identifying plan partners, offering and explaining plan levels and types, and resolving all employee questions and issues pertaining to plans, HSAs, and coverage• Procured and maintained company computer systems to facilitate research, data entry, and management information systems, including Linux server setup for backups, website hosting, and maintenance. Designed and maintained external company website
Jul 2011 - Jan 2019
Support Staff
First State Coin Co. Inc.
• Manage daily customer interactions as primary store point of contact. Supported value assessment of items, extended purchase offers, and provided desired information to support customer purchasing • Established rapport and trust as a part of small team handling over $2.5M of inventory value on a yearly basis • Completed daily data entry tracking inventory and sales to maintain record keeping compliance with state and local law
Jan 2008 - Jul 2011
Team & coworkers
Colleagues at SLB Capital Advisors
Other employees you can reach at slbcapitaladvisors.com. View company contacts for 5 employees →
SS
Stephen Siyu Cheng
Colleague at Slb Capital AdvisorsNew York City Metropolitan Area, United States
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MW
Matt Wrobleski
Colleague at Slb Capital AdvisorsTulsa, Oklahoma, United States
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RY
Rowland Yang
Colleague at Slb Capital AdvisorsSeattle, Washington, United States
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DR
David Rosenberg, Cfa
Colleague at Slb Capital AdvisorsNew York City Metropolitan Area, United States
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RR
Rb Rabin
Colleague at Slb Capital AdvisorsDhaka, Bangladesh
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BC
Brittany Clark
Colleague at Slb Capital AdvisorsWayne, Pennsylvania, United States
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FM
Francie Morin
Colleague at Slb Capital AdvisorsGrapevine, Texas, United States
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SM
Scott Merkle
Colleague at Slb Capital AdvisorsPhiladelphia, Pennsylvania, United States
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WG
Whitnie Gonzales
Colleague at Slb Capital AdvisorsKeller, Texas, United States
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SA
Sardar Aamir
Colleague at Slb Capital AdvisorsKhyber Pakhtunkhwa, Pakistan
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Stephen Siyu Cheng
Colleague at Slb Capital AdvisorsNew York City Metropolitan Area, United States
View →
MW
Matt Wrobleski
Colleague at Slb Capital AdvisorsTulsa, Oklahoma, United States
View →
RY
Rowland Yang
Colleague at Slb Capital AdvisorsSeattle, Washington, United States
View →
DR
David Rosenberg, Cfa
Colleague at Slb Capital AdvisorsNew York City Metropolitan Area, United States
View →
RR
Rb Rabin
Colleague at Slb Capital AdvisorsDhaka, Bangladesh
View →
BC
Brittany Clark
Colleague at Slb Capital AdvisorsWayne, Pennsylvania, United States
View →
FM
Francie Morin
Colleague at Slb Capital AdvisorsGrapevine, Texas, United States
View →
SM
Scott Merkle
Colleague at Slb Capital AdvisorsPhiladelphia, Pennsylvania, United States
View →
WG
Whitnie Gonzales
Colleague at Slb Capital AdvisorsKeller, Texas, United States
View →
SA
Sardar Aamir
Colleague at Slb Capital AdvisorsKhyber Pakhtunkhwa, Pakistan
View →
3 education records
Patrick M. education
Bachelor Of Business Administration - Bba, Finance
Associate'S Degree, Business Administration And Management, General
Education record
FAQ
Frequently asked questions about Patrick M.
Quick answers generated from the profile data available on this page.
What company does Patrick M. work for?
Patrick M. works for SLB Capital Advisors.
What is Patrick M.'s role at SLB Capital Advisors?
Patrick M. is listed as Analyst at SLB Capital Advisors.
Where is Patrick M. based?
Patrick M. is based in Philadelphia, Pennsylvania, United States while working with SLB Capital Advisors.
What companies has Patrick M. worked for?
Patrick M. has worked for Slb Capital Advisors, Newspring, Xponance, Inc., Temple University Fox Fund, and Prescription Chicken.
Who are Patrick M.'s colleagues at SLB Capital Advisors?
Patrick M.'s colleagues at SLB Capital Advisors include Stephen Siyu Cheng, Matt Wrobleski, Rowland Yang, David Rosenberg, Cfa, and Rb Rabin.
How can I contact Patrick M.?
You can use AeroLeads to view verified contact signals for Patrick M. at SLB Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick M. attend?
Patrick M. holds Bachelor Of Business Administration - Bba, Finance from Fox School Of Business At Temple University.
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