Patrick Steer Email and Phone Number
Patrick Steer work email
- Valid
Patrick Steer personal email
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Bleakley Financial Group
View- Website:
- onepointbfg.com
- Employees:
- 169
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Technology Operations SpecialistBleakley Financial GroupNew York, Ny, Us
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Technology Operations SpecialistBleakley Financial Group Aug 2020 - PresentFairfield, New Jersey, UsDirectly collaborated with the Chief Digital Officer in the maintenance and improvement of the firm’s tech stack. Ran the day-to-day on Firms Portfolio Account Software (Orion), CRM (Practifi/Salesforce), Trading Software (RedBlack) and Document Storage (Egnyte), while assisting in larger projects to improve the technology, along with employee & new office training on these platforms. Worked on the management team to provide back-office support to advisors and their staff. -
Investment InternBleakley Financial Group May 2019 - Aug 2020Fairfield, New Jersey, UsAssisted a Financial Advisor in managing 100+ clients and $400 million in Assets Under Management. Worked closely with a team of 7 employees assisting a wealth manager in tasks ranging from client relationship management to implementing investment strategies for specific clients. Created preparation notes for the Wealth Manager to ensure he was ready for his daily client meetings.
Patrick Steer Education Details
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University Of South CarolinaFinance And Data Analytics For Business
Frequently Asked Questions about Patrick Steer
What company does Patrick Steer work for?
Patrick Steer works for Bleakley Financial Group
What is Patrick Steer's role at the current company?
Patrick Steer's current role is Technology Operations Specialist.
What is Patrick Steer's email address?
Patrick Steer's email address is pa****@****ley.com
What schools did Patrick Steer attend?
Patrick Steer attended University Of South Carolina.
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