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Patrick Robertson Email & Phone Number

Investment Banking and Restructuring Analyst at The Wyse Group
Location: Mendham, New Jersey, United States 9 work roles 2 schools
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Current company
Role
Investment Banking and Restructuring Analyst
Location
Mendham, New Jersey, United States
Company size

Who is Patrick Robertson? Overview

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Patrick Robertson is listed as Investment Banking and Restructuring Analyst at The Wyse Group, a with 14 employees, based in Mendham, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Patrick Robertson.

Patrick Robertson previously worked as Investment Banking & Restructuring Analyst at Wyse Advisors Llc and President at Pi Kappa Phi Fraternity. Patrick Robertson holds Bachelor Of Business Administration - Bba, Finance, General from The University Of Georgia.

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The Wyse Group

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Profile bio

About Patrick Robertson

Currently undertaking a Bachelor of Business Administration in Finance at The University of Georgia, I am a Summer Analyst at Wyse Advisors LLC, where my core competencies in financial modeling, strategic planning, and market research thrive. My commitment to excellence is reflected in the development of financial models and marketing materials that have directly contributed to new business for the firm. My leadership roles at Pi Kappa Phi Fraternity have honed my organizational and communication skills, reinforcing my ability to manage and lead effectively.In my roles, teamwork is pivotal; we've collaboratively built cash flow models and performed extensive analyses that support our clients' strategic decisions. My tenure as President of Pi Kappa Phi Fraternity has instilled a sense of responsibility and the importance of ethical leadership. The skills and perspectives I bring are rooted in a dedication to fostering principled business practices and a collaborative team environment that aligns with our organization's culture and goals.

Current workplace

Patrick Robertson's current company

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The Wyse Group
The Wyse Group
Investment Banking and Restructuring Analyst
New York, NY, US
Employees
14
AeroLeads page
9 roles

Patrick Robertson work experience

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Investment Banking And Restructuring Analyst

New York, Ny, Us

Investment Banking & Restructuring Analyst

Current

-Worked as a Summer Analyst at an established Financial Advisory firm focused on distressed restructuring, performance improvement, M&A, and capital raising.-Worked closely with the team to develop detailed three statement financial models for various acquisition targets and sell-side engagements.-Built 3+ 13-week cash flow models from scratch.-Assisted in building 5+ marketing pitch decks leading to new business for the firm.-Performed extensive financial analysis, strategic… Show more -Worked as a Summer Analyst at an established Financial Advisory firm focused on distressed restructuring, performance improvement, M&A, and capital raising.-Worked closely with the team to develop detailed three statement financial models for various acquisition targets and sell-side engagements.-Built 3+ 13-week cash flow models from scratch.-Assisted in building 5+ marketing pitch decks leading to new business for the firm.-Performed extensive financial analysis, strategic planning, and market research on 5+ engagements.-Became very proficient in Microsoft (Excel, PowerPoint, etc.), learning to utilize shortcuts and complex formulas to complete assignments.-Completed the entirety of available Wall Street Prep courses Show less

Jun 2024 - Present

President

Current

University Of Georgia

Serve as the moral compass of my chapter to lead my brothers in their journey to grow as principled young men in their college communities. Act as chief executive to manage special meetings and chapter expenses, oversee officers and committees, and enforce chapter bylaws. Lead in key operational decision-making, as well as serve as our chapter representative.Serve as the moral compass of my chapter to lead my brothers in their journey to grow as principled young men in their college… Show more Serve as the moral compass of my chapter to lead my brothers in their journey to grow as principled young men in their college communities. Act as chief executive to manage special meetings and chapter expenses, oversee officers and committees, and enforce chapter bylaws. Lead in key operational decision-making, as well as serve as our chapter representative.Serve as the moral compass of my chapter to lead my brothers in their journey to grow as principled young men in their college communities. Act as chief executive to manage special meetings and chapter expenses, oversee officers and committees, and enforce chapter bylaws. Lead in key operational decision-making, as well as serve as our chapter representative. Show less

Nov 2023 - Present

Financial Analyst

Rgp

New York City Metropolitan Area

Founded in 1996, RGP is a project consulting and professional staffing firm. Our experts help clients execute transformational initiatives across the enterprise. Today’s project economy reflects our founding strategy – quickly align specialized resources for the work at hand with a premium placed on value, efficiency, and ease of collaboration.The RGP differenceBased in Irvine, CA, with offices worldwide, our model enables top consulting talent to work differently, with radical… Show more Founded in 1996, RGP is a project consulting and professional staffing firm. Our experts help clients execute transformational initiatives across the enterprise. Today’s project economy reflects our founding strategy – quickly align specialized resources for the work at hand with a premium placed on value, efficiency, and ease of collaboration.The RGP differenceBased in Irvine, CA, with offices worldwide, our model enables top consulting talent to work differently, with radical flexibility and purpose – features unavailable in traditional consulting firms. This winning value proposition has enabled us to become the leading provider of agile consulting services. With 5,000 professionals on staff, we annually engage 2,500 clients globally, including 85% of the Fortune 100.(NASDAQ: RGP) Show less

Jun 2023 - Aug 2023

Outside Operations

Mendham, New Jersey, United States

May 2022 - Jul 2023

Founder

Flag (Front Line Appreciation Group) Of Chester & Mendham

Morris County, New Jersey, United States

Mar 2020 - Feb 2022
2 education records

Patrick Robertson education

Education record

West Morris Mendham High School
FAQ

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What company does Patrick Robertson work for?

Patrick Robertson works for The Wyse Group.

What is Patrick Robertson's role at The Wyse Group?

Patrick Robertson is listed as Investment Banking and Restructuring Analyst at The Wyse Group.

Where is Patrick Robertson based?

Patrick Robertson is based in Mendham, New Jersey, United States while working with The Wyse Group.

What companies has Patrick Robertson worked for?

Patrick Robertson has worked for The Wyse Group, Wyse Advisors Llc, Pi Kappa Phi Fraternity, Rgp, and Uga Interfraternity Council.

How can I contact Patrick Robertson?

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What schools did Patrick Robertson attend?

Patrick Robertson holds Bachelor Of Business Administration - Bba, Finance, General from The University Of Georgia.

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