Patrick Morris

Patrick Morris Email and Phone Number

Investment Management Oversight at Franklin Templeton | CFA Charterholder @ Franklin Templeton
san mateo, california, united states
Patrick Morris's Location
Dublin, County Dublin, Ireland, Ireland
Patrick Morris's Contact Details

Patrick Morris work email

Patrick Morris personal email

About Patrick Morris

Experienced Investment Professional having worked across various roles in both the UK & Ireland. Qualified Chartered Financial Analyst (CFA), Chartered Accountant (ACA) and Financial Advisor (QFA).

Patrick Morris's Current Company Details
Franklin Templeton

Franklin Templeton

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Investment Management Oversight at Franklin Templeton | CFA Charterholder
san mateo, california, united states
Website:
franklinresources.com
Employees:
11605
Patrick Morris Work Experience Details
  • Franklin Templeton
    Senior Consultant, Investment Management Oversight
    Franklin Templeton Feb 2024 - Present
    Dublin, County Dublin, Ireland
    Responsible for overseeing all investment management activities for internal and external delegated managers contracted on European & UK domiciled funds
    View
  • Aviva
    Senior Analyst, Investment Governance & Oversight
    Aviva 2020 - Jan 2024
    County Dublin, Ireland
    Responsible for managing the investment oversight framework for both unit-linked investment funds and non-linked (own-risk) assets
    View
  • Rsmr
    Analyst, Fund Research & Selection
    Rsmr 2017 - 2020
    Leeds/London, Uk
    Day-to-day fund research covering all asset classes within the Investment Association universe. Advisory work for intermediaries/IFAs including portfolio construction and fund selection
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  • Bcwm Plc
    Financial Advisor
    Bcwm Plc 2013 - 2016
    County Dublin, Ireland
    Managed a portfolio of private clients – responsible for investment, retirement and inheritance planning
    View
  • Crowe Ireland
    Chartered Accountant
    Crowe Ireland 2009 - 2013
    County Dublin, Ireland
    Worked across Audit, Corporate Finance and Wealth Management divisions through duration of training contract
    View

Patrick Morris Skills

Financial Planning Tax Planning Portfolio Management Asset Allocation Tax Customer Service Accounting Ifrs Financial Analysis Financial Reporting External Audit Vat Auditing Financial Audits International Financial Reporting Standards Investment Research Investments Bloomberg Terminal Wealth Management Financial Advisory Fund Of Funds Model Portfolios Bloomberg Mutual Funds Portfolio Performance Analysis

Patrick Morris Education Details

Frequently Asked Questions about Patrick Morris

What company does Patrick Morris work for?

Patrick Morris works for Franklin Templeton

What is Patrick Morris's role at the current company?

Patrick Morris's current role is Investment Management Oversight at Franklin Templeton | CFA Charterholder.

What is Patrick Morris's email address?

Patrick Morris's email address is pa****@****ail.com

What schools did Patrick Morris attend?

Patrick Morris attended Chartered Accountants Ireland, Trinity College Dublin, The Institute Of Banking, National University Of Ireland, Galway, Rennes School Of Business.

What skills is Patrick Morris known for?

Patrick Morris has skills like Financial Planning, Tax Planning, Portfolio Management, Asset Allocation, Tax, Customer Service, Accounting, Ifrs, Financial Analysis, Financial Reporting, External Audit, Vat.

Who are Patrick Morris's colleagues?

Patrick Morris's colleagues are Mohammed Muqthiyar, Eadala Durgarao, Janet Mccleery, Avinash Punna, Ian Tipton, Abhay Singh, Jake Walter.

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