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Patrick Markey Email & Phone Number
Wealth Management Professional - Product/Relationship/Platform/Project Management
at
Great Gray Trust Company
1 work email found
@ml.com
2 phones found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Professional - Product/Relationship/Platform/Project Management
Location
Greater Philadelphia, United States, United States
Company size
Who is Patrick Markey? Overview
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Quick answer
Patrick Markey is listed as Wealth Management Professional - Product/Relationship/Platform/Project Management at Great Gray Trust Company, a company with 119 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 212, and a matched LinkedIn profile for Patrick Markey.
Patrick Markey previously worked as VP, Product Manager at Wilmington Trust and VP | Senior Specialist | Product Management at Bny Mellon | Pershing. Patrick Markey holds Bachelor'S Business Administration, Marketing from Kutztown University Of Pennsylvania.
Company email context
Email format at Great Gray Trust Company
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{first}_{last}@ml.com
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Markey. Compare company email patterns before reaching out.
Profile bio
About Patrick Markey
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.
Listed skills include Mutual Funds, Wealth Management Services, Project Management, Product Management, and 24 others.
Current workplace
Patrick Markey's current company
Company context helps verify the profile and gives searchers a useful next step.
Great Gray Trust Company
11 roles · 22 years
Patrick Markey work experience
A career timeline built from the work history available for this profile.
Vp, Product Manager
- 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.
- 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
Mar 2020 - Nov 2024
Vp | Senior Specialist | Product Management
- 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.
- Partnered with Lockwood Advisors to scope, develop, and implement new Flexible Unified Managed Account Program
Apr 2019 - Mar 2020
Director Of Operations
Jun 2017 - Apr 2018
Msg Investment Solutions Oversight
- 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
Sep 2016 - Jun 2017
Vice President, Senior Product/Relationship Manager, Us Mutual Funds
- 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.
- 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
Sep 2011 - Sep 2016
Wealth Management Specialist
- 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.
- 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
May 2009 - Sep 2011
Internal Marketing Associate
Drove product adoption of Delaware Investments mutual funds and separately managed accounts
Feb 2008 - Dec 2008
Mutual Fund Specialist
2006 - 2008
~2 yrs
Regional Marketing Associate
2005 - 2006
~1 yr
Resource Center Representative
2004 - 2005
~1 yr
1 education record
Patrick Markey education
-
Kutztown University Of Pennsylvania
FAQ
Frequently asked questions about Patrick Markey
Quick answers generated from the profile data available on this page.
What company does Patrick Markey work for?
Patrick Markey works for Great Gray Trust Company.
What is Patrick Markey's role at Great Gray Trust Company?
Patrick Markey is listed as Wealth Management Professional - Product/Relationship/Platform/Project Management at Great Gray Trust Company.
What is Patrick Markey's email address?
AeroLeads has found 1 work email signal at @ml.com for Patrick Markey at Great Gray Trust Company.
What is Patrick Markey's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Patrick Markey at Great Gray Trust Company.
Where is Patrick Markey based?
Patrick Markey is based in Greater Philadelphia, United States, United States while working with Great Gray Trust Company.
What companies has Patrick Markey worked for?
Patrick Markey has worked for Great Gray Trust Company, Wilmington Trust, Bny Mellon | Pershing, Kick Axe Throwing™️️, and Merrill Lynch.
How can I contact Patrick Markey?
You can use AeroLeads to view verified contact signals for Patrick Markey at Great Gray Trust Company, including work email, phone, and LinkedIn data when available.
What schools did Patrick Markey attend?
Patrick Markey holds Bachelor'S Business Administration, Marketing from Kutztown University Of Pennsylvania.
What skills is Patrick Markey known for?
Patrick Markey is listed with skills including Mutual Funds, Wealth Management Services, Project Management, Product Management, Financial Services, Investments, Separately Managed Accounts, and Unified Managed Accounts.
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