Patrick Markey Email and Phone Number
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Dynamic and results-driven professional with nineteen plus years of financial services experience. Vast knowledge of investment products, platforms, relationship management, distribution, marketing, and operations. Possesses solid communication, interpersonal, time management, analytical, organizational, and leadership skills. Determined attitude with an ability to easily grasp new ideas, concepts, and methods.
Great Gray Trust Company
View- Website:
- greatgray.com
- Employees:
- 119
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Great Gray Trust CompanyWilmington, Delaware, United States
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Vp, Product ManagerWilmington Trust Mar 2020 - Nov 2024Wilmington, De, Us• Lead role in managing the proprietary and third-party investment products (mutual funds, exchange traded funds, separately managed accounts) distributed through Wilmington Trust’s wealth platform and intermediary partnerships• Identify and evaluate potential product development opportunities by analyzing industry trends, competitive environment, client needs, investment capabilities, and business requirements• Collaborate with business development, marketing, and leadership to define product distribution strategy • Project manage large scale initiatives that span across the organization -
Vp | Senior Specialist | Product ManagementBny Mellon | Pershing Apr 2019 - Mar 2020Jersey City, New Jersey, Us• Directed managed account product development and marketing for multiple product initiatives• Relationship management contact for Pershing’s Professional Services product offering; collaborating with internal and external partners (JP Morgan, Citi, ETRADE) to determine scope of work, assign resources, and manage project work streams• Partnered with Lockwood Advisors to scope, develop, and implement new Flexible Unified Managed Account Program -
Director Of OperationsKick Axe Throwing™️️ Jun 2017 - Apr 2018Brooklyn, New York, Us -
Msg Investment Solutions OversightMerrill Lynch Sep 2016 - Jun 2017New York, Ny, Us• Evaluated and managed the mutual fund roster against resource capacity, platform breadth, and sales expectations• Partnered with the Global Mutual Fund Product Management team on the rationalization of the mutual fund platform • Collaborated with product and platform teams as well as Chief Investment Office (CIO) when launching new mutual fund portfolios; ensured proper operation and distribution execution across investment platforms• Served as the primary point of contact with third party research provider (Morningstar) and served as a conduit between the provider, CIO, product and platform teams at Merrill Lynch -
Vice President, Senior Product/Relationship Manager, Us Mutual FundsMerrill Lynch Sep 2011 - Sep 2016New York, Ny, Us• Lead role in all aspects of managing the strategic partner product relationship for 40 mutual fund families. These include being responsible for Merrill’s largest partners such as BlackRock, Mainstay, MFS, and First Eagle• Established and developed rapport with the strategic partner organization; national accounts, product, wholesalers, operations• Regularly met with partner firms to discuss their initiatives and determined how to align our goals and objectives; discussed product development, product positioning, and effective messaging to sales force • Served a first point of contact for strategic partners regarding product related inquiries regardless of distribution channel, investment platform• Managed the mutual fund product on-boarding process for the retail, advisory, and institutional retirement channels; including directing proper operational execution
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Wealth Management SpecialistMerrill Lynch May 2009 - Sep 2011New York, Ny, Us• Responsible for providing advice and guidance to financial advisors on all legacy advisory platforms, including Mutual Fund Advisor, Unified Managed Account, Personal Investment Advisory, Consults, Merrill Lynch Personal Advisor • Provided mutual fund recommendations, assisted in manager search and selection, & asset allocation implementation• Proactively sourced opportunities for financial advisors through outbound call campaigns• Regional point of contact for all legacy Bank of America financial advisors on all platform integrations• Updated CRM (Salesforce) to manage sales pipeline
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Internal Marketing AssociateDelaware Investments Feb 2008 - Dec 2008Sydney, Nsw, AuDrove product adoption of Delaware Investments mutual funds and separately managed accounts -
Mutual Fund SpecialistJanney Montgomery Scott Llc 2006 - 2008Philadelphia, Us -
Regional Marketing AssociateJanney Montgomery Scott Llc 2005 - 2006Philadelphia, Us
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Resource Center RepresentativeJanney Montgomery Scott Llc 2004 - 2005Philadelphia, Us
Patrick Markey Skills
Patrick Markey Education Details
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Kutztown University Of PennsylvaniaMarketing
Frequently Asked Questions about Patrick Markey
What company does Patrick Markey work for?
Patrick Markey works for Great Gray Trust Company
What is Patrick Markey's role at the current company?
Patrick Markey's current role is Wealth Management Professional - Product/Relationship/Platform/Project Management.
What is Patrick Markey's email address?
Patrick Markey's email address is patrick_markey@ml.com
What is Patrick Markey's direct phone number?
Patrick Markey's direct phone number is +121223*****
What schools did Patrick Markey attend?
Patrick Markey attended Kutztown University Of Pennsylvania.
What skills is Patrick Markey known for?
Patrick Markey has skills like Mutual Funds, Wealth Management Services, Project Management, Product Management, Financial Services, Investments, Separately Managed Accounts, Unified Managed Accounts, Relationship Building, Relationship Management, Data Analysis, Data Mining.
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