Patrick Farrell Email & Phone Number

Results-oriented financial services professional with extensive experience in product management, investments, and operations. Recognized for driving business growth through strategic initiatives, innovative solutions, and a commitment to exceptional client service.Patrick began his career at Morgan Stanley, graduating from their highly competitive Financial Advisor Associate program. During his time there, he helped build and support a client base of over $125MM AUM. He holds his FINRA Series 7 & 66 licenses as well as the CETF® (Certified ETF Advisor).He graduated from Villanova University with an Economics major & English minor.He resides in South Boston and enjoys golf, hockey, hiking, and running.

Listed skills include Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, and 25 others.