Patrick Rooney Email & Phone Number

London, England, United Kingdom

Partner, leading the Business Development and Investor Relations for ProMeritum Investment Management LLP with a range of clients in Europe, Asia and the United States.

Guernsey

Advisory role with Blue House Group looking after select families.

London, United Kingdom

Sales Manager for Switzerland, the Netherlands, Belgium & Nordic countries for First Trust.. Currently covering all investment offerings available from First Trust to all relevant client channels.

Wheaton, Il

ETF Portfolio management specifically covering the International funds domiciled in Western Europe.

Wheaton, Il

I covered the San Francisco Bay Area and the San Diego Metro Area as an ETF Internal wholesaler. I diligently brought in new assets through new relationships and expanded sales with existing clients. Over the course of three and a half years covering San Francisco I was integral in quadrupling our assets under management and in the five quarters covering San Diego concurrently just under doubled the AUM as well.

Rockford, Illinois Area

I ran an office for Cutco and Vector Marketing in Rockford, Illinois the summer following my sophomore year of college. I was in charge of hiring/firing, training and management of the office at the age of 19.

I was a salesman For Cutco on a face to face basis who earned a 96% closing ratio throughout my career. I also reached over $40,000 in sales in just over two years, working full-time during summers and part-time while in college.

Master'S Degree, Finance, Investment Management & Analysis

Activities and Societies: Co-President of the Investment Management Club, Corporate Finance & Asset Management Dual Focus Specialization.

Bachelor'S Degree, Economics, 3.7 Gpa

Activities and Societies: Varsity Football, Theta Delta Chi