Patrick Robertson

Patrick Robertson Email and Phone Number

Investment Banking and Restructuring Analyst @ The Wyse Group
New York, NY, US
Patrick Robertson's Location
Mendham, New Jersey, United States, United States
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.

Patrick Robertson's Current Company Details
The Wyse Group

The Wyse Group

View
Investment Banking and Restructuring Analyst
New York, NY, US
Employees:
14
Patrick Robertson Work Experience Details
  • The Wyse Group
    Investment Banking And Restructuring Analyst
    The Wyse Group
    New York, Ny, Us
  • Wyse Advisors Llc
    Investment Banking & Restructuring Analyst
    Wyse Advisors Llc Jun 2024 - Present
    -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
  • Pi Kappa Phi Fraternity
    President
    Pi Kappa Phi Fraternity Nov 2023 - Present
    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
  • Pi Kappa Phi Fraternity
    Treasurer
    Pi Kappa Phi Fraternity Nov 2022 - Nov 2023
    University Of Georgia
  • Rgp
    Financial Analyst
    Rgp Jun 2023 - Aug 2023
    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
  • Uga Interfraternity Council
    Clerk
    Uga Interfraternity Council Dec 2022 - Jul 2023
    Athens, Georgia, United States
  • Roxiticus Golf Club
    Outside Operations
    Roxiticus Golf Club May 2022 - Jul 2023
    Mendham, New Jersey, United States
  • Flag (Front Line Appreciation Group) Of Chester & Mendham
    Founder
    Flag (Front Line Appreciation Group) Of Chester & Mendham Mar 2020 - Feb 2022
    Morris County, New Jersey, United States
  • University Of Georgia - Terry College Of Business
    Magellan Society- Member
    University Of Georgia - Terry College Of Business Sep 2021 - Jan 2022

Patrick Robertson Education Details

Frequently Asked Questions about Patrick Robertson

What company does Patrick Robertson work for?

Patrick Robertson works for The Wyse Group

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

Patrick Robertson's current role is Investment Banking and Restructuring Analyst.

What schools did Patrick Robertson attend?

Patrick Robertson attended The University Of Georgia, West Morris Mendham High School.

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