Financial Advisor
Current
Oct 2018 - Present
AeroLeads people directory · profile
Patrick Randall Email & Phone Number
Financial Advisor, SHP Financial
at
SHP Financial
3 work emails found
@shpfinancial.com
3 phones found area 413
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, SHP Financial
Location
Woburn, Massachusetts, United States
Who is Patrick Randall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Randall is listed as Financial Advisor, SHP Financial at SHP Financial, based in Woburn, Massachusetts, United States. AeroLeads shows a work email signal at shpfinancial.com, phone signal with area code 413, and a matched LinkedIn profile for Patrick Randall.
Patrick Randall previously worked as Financial Advisor at Shp Financial and Financial Advisor at Neirg Wealth Management. Patrick Randall holds Master'S Degree, Finance, With Distinction from Bentley University - Mccallum Graduate School Of Business.
Company email context
Email format at SHP Financial
This section adds company-level context without repeating Patrick Randall's masked contact details.
{first_initial}{last}@shpfinancial.com
92% confidence
AeroLeads found 3 current-domain work email signals for Patrick Randall. Compare company email patterns before reaching out.
Profile bio
About Patrick Randall
Patrick Randall is a Financial Advisor, SHP Financial at SHP Financial. He possess expertise in wealth management, asset allocation, financial planning, financial analysis, project management and 27 more skills.
Listed skills include Wealth Management, Asset Allocation, Financial Planning, Financial Analysis, and 28 others.
Current workplace
Patrick Randall's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Patrick Randall work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Aug 2016 - Aug 2018
President
City Point Wealth Management
Apr 2014 - Aug 2016
Operations Manager, Coo, Cio
Oct 2009 - Mar 2014
Investment Advisory Representative
Apr 2009 - Mar 2014
Trader/Research Analyst
Jul 2007 - Oct 2009
Research Assistant
Eastern Investment Advisors
Nov 2006 - Mar 2007
Mutual Fund Accounting Analyst
May 2006 - Aug 2006
2 education records
Patrick Randall education
Master'S Degree, Finance, With Distinction
Bentley University - Mccallum Graduate School Of Business
Bs, Finance
Bentley University
FAQ
Frequently asked questions about Patrick Randall
Quick answers generated from the profile data available on this page.
What company does Patrick Randall work for?
Patrick Randall works for SHP Financial.
What is Patrick Randall's role at SHP Financial?
Patrick Randall is listed as Financial Advisor, SHP Financial at SHP Financial.
What is Patrick Randall's email address?
AeroLeads has found 3 work email signals at @shpfinancial.com for Patrick Randall at SHP Financial.
What is Patrick Randall's phone number?
AeroLeads has found 3 phone signal(s) with area code 413 for Patrick Randall at SHP Financial.
Where is Patrick Randall based?
Patrick Randall is based in Woburn, Massachusetts, United States while working with SHP Financial.
What companies has Patrick Randall worked for?
Patrick Randall has worked for Shp Financial, Neirg Wealth Management, City Point Wealth Management, Eastern Investment Advisors, and Fidelity Investments.
How can I contact Patrick Randall?
You can use AeroLeads to view verified contact signals for Patrick Randall at SHP Financial, including work email, phone, and LinkedIn data when available.
What schools did Patrick Randall attend?
Patrick Randall holds Master'S Degree, Finance, With Distinction from Bentley University - Mccallum Graduate School Of Business.
What skills is Patrick Randall known for?
Patrick Randall is listed with skills including Wealth Management, Asset Allocation, Financial Planning, Financial Analysis, Project Management, Portfolio Management, Financial Reporting, and Trading.
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