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Patrick Michael Email & Phone Number
Portfolio Analyst
at
Rockefeller Capital Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Analyst
Location
United States, United States, United States
Who is Patrick Michael? Overview
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Quick answer
Patrick Michael is listed as Portfolio Analyst at Rockefeller Capital Management, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Patrick Michael.
Patrick Michael previously worked as Equity Research Analyst at Bryn Mawr Capital Management, Llc and Senior Securities Ops Analyst at Nasdaq. 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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Email format at Rockefeller Capital Management
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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.
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Patrick Michael's current company
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6 roles
Patrick Michael work experience
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Portfolio Analyst
Current
Jul 2024 - Present
Equity Research Analyst
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.
Mar 2020 - Jul 2024
Senior Securities Ops Analyst
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
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
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.
May 2017 - Aug 2017
1 education record
Patrick Michael education
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Saint Joseph'S University - Erivan K. Haub School Of Business
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 Portfolio Analyst at Rockefeller Capital Management.
Where is Patrick Michael based?
Patrick Michael is based in United States, United States, 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.
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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