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Patrick Carlin Email & Phone Number

Portfolio Implementation Consultant NIM-os GLOBAL at Loomis, Sayles & Company
Location: Shelton, Connecticut, United States 7 work roles 3 schools
1 work email found @citigroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@citigroup.com
LinkedIn Profile matched
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Current company
Loomis, Sayles & Company
Role
Portfolio Implementation Consultant NIM-os GLOBAL
Location
Shelton, Connecticut, United States
Company size
1082 employees

Who is Patrick Carlin? Overview

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Quick answer

Patrick Carlin is listed as Portfolio Implementation Consultant NIM-os GLOBAL at Loomis, Sayles & Company, a company with 1082 employees, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Patrick Carlin.

Patrick Carlin previously worked as Portfolio Implementation at Loomis, Sayles & Company and Global Equities Trader at Citi. Patrick Carlin holds Bachelor Of Arts (B.A.), English Language And Literature, General from The University Of Connecticut, Uconn.

Company email context

Email format at Loomis, Sayles & Company

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{first}.{last}@citigroup.com
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Profile bio

About Patrick Carlin

Investment Professional with experience in delivering results, exhibiting sound judgement and being deadline-focused while operating in a fast-paced environment. I strive to be an inclusive team player, looking to assist other team members or business partners in order to resolve issues and meet deadlines. My previous roles have required me to utilize strong analytical skills and exhibit a strong willingness to learn. I can be flexible in achieving results, though will always be mindful of a firm’s policies and procedures and adhere strictly to regulatory requirements. I have a proven record of being detail-oriented, and I consistently work to complete assignments in a timely, efficient manner. Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licensed.

Listed skills include Equities, Trading, Asset Management, Investments, and 17 others.

Current workplace

Patrick Carlin's current company

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Loomis, Sayles & Company
Loomis, Sayles & Company
Portfolio Implementation Consultant NIM-os GLOBAL
Shelton, CT, US
Website
loomissayles.com
Employees
1082
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7 roles

Patrick Carlin work experience

A career timeline built from the work history available for this profile.

Global Equities Trader

Citi

New York, New York, US

  • Delivered discretionary trade executions in globally listed equities and managed the lifecycle of trades for a $100B+ asset management firm. Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66.
  • Provided consistent, zero-defect, benchmark exceeding performance and quality executions for investment strategy/SMA rebalances, onboardings, and redemptions.
  • Managed pre- and post-trade process and TCA performance presentations to adhere to organizational and regulatory requirements
  • Implemented new control procedures to deliver more accurate processing and settlement, and cost savings in valuable personnel hours and the avoidance of potential trade errors.
  • Point-of-contact in management of broker relationships (cash, programs, algos) to ensure optimal service in transactions and targeting commission/research budgets.
Jun 2014 - Mar 2024

Equities Trader, Americas & Global Programs

General Electric

Boston, MA, US

Global Program Trader, and Sector Trader in U.S., Canada, and Latin America regions, for asset manager of General Electric Company pension and other third-party clients.* Integrated actionable daily market news and commentary into investment process through effective daily reporting and communications to business management. * Conducted market and.

Jun 2010 - May 2014

Equities Trade Desk Analyst

General Electric

Boston, MA, US

  • Maintained all equities commissions budgets and provided all trade activity reporting to GE Asset Management business groups and clients. Performed ad-hoc analysis and reporting. Researched trade discrepancies and.
  • Oversaw all forecasts, analysis, ad-hoc requests and reporting of trade results to key stakeholders for internal review and external presentations.
  • Implemented Commission Sharing Arrangement to consolidate execution brokers and managed quarterly payments for ~50 brokers and research providers.
Aug 2007 - Jun 2010

Senior Portfolio Analytics Associate

General Electric

Boston, MA, US

Partnered with Fixed Income portfolio managers on analysis and cash flow forecasting for $40B insurance portfolios. Collaborated closely with upper management and business partners to deliver monthly performance reports and drive process improvements.

Sep 2006 - Aug 2007

Senior Corporate Actions Analyst

General Electric

Boston, MA, US

Processed & reconciled all voluntary Corporate Actions for insurance portfolios and all mandatory Corporate Actions for equities & fixed income. Practiced excellent communication skills in notifying investment managers. Disciplined and organized in accurately delivering elections prior to action deadlines.

Aug 2004 - Sep 2006
Team & coworkers

Colleagues at Loomis, Sayles & Company

Other employees you can reach at loomissayles.com. View company contacts for 1082 employees →

SC Samuel Canelas Samuel Canelas Colleague at Loomis, Sayles & CompanyBoston, Massachusetts, United States, United States View → JM Joy Martin Joy Martin Colleague at Loomis, Sayles & CompanyCoventry, Rhode Island, United States, United States View → CC Caroline Clancy Caroline Clancy Colleague at Loomis, Sayles & CompanyBoston, Massachusetts, United States, United States View → GB Gregory Bommhardt Gregory Bommhardt Colleague at Loomis, Sayles & CompanyBoston, Massachusetts, United States, United States View → SX Shong Xiao, Cfa Shong Xiao, Cfa Colleague at Loomis, Sayles & CompanyBoston, Massachusetts, United States, United States View → NB Nicole Brewer Nicole Brewer Colleague at Loomis, Sayles & CompanyGreater Boston, United States View → MD Mirsada D. Mirsada D. Colleague at Loomis, Sayles & CompanySan Francisco Bay Area, United States View → HC Heather Cote Heather Cote Colleague at Loomis, Sayles & CompanyBoston, Massachusetts, United States, United States View → CS Christina Scully Christina Scully Colleague at Loomis, Sayles & CompanyNatick, Massachusetts, United States, United States View → KN Kelsey Norrman Kelsey Norrman Colleague at Loomis, Sayles & CompanyFoxborough (Foxboro), Massachusetts, United States, United States View →
3 education records

Patrick Carlin education

Bachelor Of Arts (B.A.), English Language And Literature, General

The University Of Connecticut, Uconn

Master Of Science - Ms, Secondary Education For Business

University Of Bridgeport, Ub

Associate'S Degree, Accounting

Suny Westchester College
FAQ

Frequently asked questions about Patrick Carlin

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

What company does Patrick Carlin work for?

Patrick Carlin works for Loomis, Sayles & Company.

What is Patrick Carlin's role at Loomis, Sayles & Company?

Patrick Carlin is listed as Portfolio Implementation Consultant NIM-os GLOBAL at Loomis, Sayles & Company.

What is Patrick Carlin's email address?

AeroLeads has found 1 work email signal at @citigroup.com for Patrick Carlin at Loomis, Sayles & Company.

Where is Patrick Carlin based?

Patrick Carlin is based in Shelton, Connecticut, United States while working with Loomis, Sayles & Company.

What companies has Patrick Carlin worked for?

Patrick Carlin has worked for Loomis, Sayles & Company, Citi, and General Electric.

Who are Patrick Carlin's colleagues at Loomis, Sayles & Company?

Patrick Carlin's colleagues at Loomis, Sayles & Company include Samuel Canelas, Joy Martin, Caroline Clancy, Gregory Bommhardt, and Shong Xiao, Cfa.

How can I contact Patrick Carlin?

You can use AeroLeads to view verified contact signals for Patrick Carlin at Loomis, Sayles & Company, including work email, phone, and LinkedIn data when available.

What schools did Patrick Carlin attend?

Patrick Carlin holds Bachelor Of Arts (B.A.), English Language And Literature, General from The University Of Connecticut, Uconn.

What skills is Patrick Carlin known for?

Patrick Carlin is listed with skills including Equities, Trading, Asset Management, Investments, Bloomberg, Finance, Program Trading, and Derivatives.

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