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Patrick Michael Email & Phone Number

Vice President - Equity Portfolio Analyst at Rockefeller Capital Management
Location: United States 7 work roles 1 school
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Current company
Rockefeller Capital Management
Role
Vice President - Equity Portfolio Analyst
Location
United States
Company size
1588 employees

Who is Patrick Michael? Overview

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Patrick Michael is listed as Vice President - Equity Portfolio Analyst at Rockefeller Capital Management, a with 1588 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Patrick Michael.

Patrick Michael previously worked as Portfolio Analyst at Rockefeller Capital Management and Portfolio Analyst at Rockefeller Capital Management. Patrick Michael holds Bachelor Of Business Administration (B.B.A.), Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

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Rockefeller Capital Management

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Profile bio

About Patrick Michael

Equity Portfolio Analyst with years of experience conducting in-depth analysis on various companies across multiple industries. Skilled in constructing three statement models, performing competitive landscape analysis, and delivering impactful portfolio recommendations. Adaptable, attentive to details, and result-oriented.

Current workplace

Patrick Michael's current company

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Rockefeller Capital Management
Rockefeller Capital Management
Vice President - Equity Portfolio Analyst
New York, NY, US
Website
rockco.com
Employees
1588
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7 roles

Patrick Michael work experience

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Equity Research Analyst

Bryn Mawr Capital Management, Llc

Philadelphia, Pa, Us

Perform in-depth ongoing analysis on over 30 companies. While coverage is not limited to a particular industry, there is specialization in Semiconductors, Energy, Consumer Retail, Exchanges, Financial Services, Staples, Utilities, and Infrastructure companies.Company analysis includes constructing extensive three statement financial models, competitive landscape analysis, conversations with management teams, detailed company write-ups, and a formal investment presentation to the Equity Research Group.Produce self-generated new stock ideas to improve internal strategies.Significant contributor to quarterly, biannual, and ad-hoc publications that are distributed to both clients and internal advisors.Took on a leading role in the formation of a new internal SMA strategy with a focus on implementing ESG metrics into the investment strategy.

Mar 2020 - Jul 2024

Senior Securities Ops Analyst

Nasdaq

New York, Ny, Us

Provided operational support to the FINRA/Nasdaq ACT TRF Facility and coordinated with regulators to create processes for highly sensitive tasks.Took an essential role in the onboarding of new and existing clients to the Exchange TRF, which included assisting with the training processes for FIX programming.

Jun 2019 - Mar 2020

Investment Specialist

Vanguard

Valley Forge, Pa, Us

Improved CRM skills by working directly with clients, solving problems through quick decision making, and fully understanding the personal finance process.Evaluated and analyzed call data, customer feedback, and survey results through regression analysis to aid efficiency and improve overall client experience.

Sep 2018 - Jun 2019

Equity Research Analyst Intern

Bryn Mawr Trust

Bryn Mawr, Pa, Us

Assisted the Equity Research Group in analysis and reporting for various companies throughout multiple sectors.Participated in weekly market update meetings with the Equity Research Group to inform analysts and client-facing portfolio managers of new ideas and developments within covered securities.Focused on Technology and Discretionary sectors with in-depth analysis of Intel, Advanced Micro Devices, Disney, Skechers, and Starbucks.

May 2017 - Aug 2017
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 1588 employees →

AM Anthony Maranzano Anthony Maranzano Colleague at Rockefeller Capital ManagementEnglishtown, New Jersey, United States View → DG Delon Gashi Delon Gashi Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View → AD Andre Duong Andre Duong Colleague at Rockefeller Capital ManagementSan Francisco Bay Area, United States View → NK Nicki Kianka Nicki Kianka Colleague at Rockefeller Capital ManagementPhiladelphia, Pennsylvania, United States View → KL Kevin L. Finin, Cfa Kevin L. Finin, Cfa Colleague at Rockefeller Capital ManagementBoston, Massachusetts, United States View → ZS Zachary Saksa, Cima®, Rma®, Mba Zachary Saksa, Cima®, Rma®, Mba Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View → SW Stefan W. Oglevee Stefan W. Oglevee Colleague at Rockefeller Capital ManagementSan Juan Capistrano, California, United States View → NH Noel Hodges Noel Hodges Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View → TL Taylor L. Patrone Taylor L. Patrone Colleague at Rockefeller Capital ManagementAtlanta Metropolitan Area, United States View → JM Jake Myers, Cfp® Jake Myers, Cfp® Colleague at Rockefeller Capital ManagementAtlanta, Georgia, United States View →
1 education record

Patrick Michael education

  • Saint Joseph'S University - Erivan K. Haub School Of Business
    Saint Joseph'S University - Erivan K. Haub School Of Business
    Finance
FAQ

Frequently asked questions about Patrick Michael

Quick answers generated from the profile data available on this page.

What company does Patrick Michael work for?

Patrick Michael works for Rockefeller Capital Management.

What is Patrick Michael's role at Rockefeller Capital Management?

Patrick Michael is listed as Vice President - Equity Portfolio Analyst at Rockefeller Capital Management.

Where is Patrick Michael based?

Patrick Michael is based in United States while working with Rockefeller Capital Management.

What companies has Patrick Michael worked for?

Patrick Michael has worked for Rockefeller Capital Management, Bryn Mawr Capital Management, Llc, Nasdaq, Vanguard, and Bryn Mawr Trust.

Who are Patrick Michael's colleagues at Rockefeller Capital Management?

Patrick Michael's colleagues at Rockefeller Capital Management include Anthony Maranzano, Delon Gashi, Andre Duong, Nicki Kianka, and Kevin L. Finin, Cfa.

How can I contact Patrick Michael?

You can use AeroLeads to view verified contact signals for Patrick Michael at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Patrick Michael attend?

Patrick Michael holds Bachelor Of Business Administration (B.B.A.), Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

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