Patrick L. Email & Phone Number

With over three years of experience in the finance and real estate industry, I am a market conduct surveillance analyst at UBS, a leading global financial services firm. In this role, I monitor and investigate trading activities and transactions to detect and prevent market abuse, fraud, and misconduct. I use various tools and techniques to collect, analyze, and present data and evidence, and to generate reports and recommendations for compliance and risk management.Previously, I was a freelance business analyst on Upwork, where I helped clients with various projects related to finance and real estate, such as market research, data analysis, and report writing. Before that, I worked as a private wealth associate at AllianceBernstein, a global investment firm, where I supported the advisors and the clients with portfolio management, financial planning, and client service. I also have a background in real estate, having worked as an escrow assistant at INational Closing and Escrow, where I facilitated the closing process for buyers and sellers. I have strong skills in customer service, finance, and real estate, and I am always eager to learn new tools and techniques to deliver high-quality results. My mission is to help clients achieve their financial and real estate goals, and I value collaboration, integrity, and innovation. I am looking for new opportunities to apply my skills and expertise in finance and real estate, and to join a diverse and dynamic team that shares my vision and passion.