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Patrick Menesick Email & Phone Number

Municipal Bond Portfolio Manager at Oppenheimer & Co. Inc.
Location: Yonkers, New York, United States 5 work roles 3 schools
1 work email found @peoples.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Oppenheimer & Co. Inc.
Role
Municipal Bond Portfolio Manager
Location
Yonkers, New York, United States
Company size
2663 employees

Who is Patrick Menesick? Overview

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Quick answer

Patrick Menesick is listed as Municipal Bond Portfolio Manager at Oppenheimer & Co. Inc., a with 2663 employees, based in Yonkers, New York, United States. AeroLeads shows a work email signal at peoples.com and a matched LinkedIn profile for Patrick Menesick.

Patrick Menesick previously worked as Fixed Income Trader at People'S United Advisors and Municipal Bond Trader at Foresters Investment Management Company. Patrick Menesick holds Bachelor Of Science (Bs), Finance, General from Manhattan College.

Company email context

Email format at Oppenheimer & Co. Inc.

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

About Patrick Menesick

Well-regarded bond trader with a wealth of product knowledge, a talent for maintaining long-term business relationships, and a commitment to maximizing bottom-line profitability.

Listed skills include Bloomberg, Microsoft Excel, Pam For Securities, Trading, and 7 others.

Current workplace

Patrick Menesick's current company

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Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Municipal Bond Portfolio Manager
new york, new york, united states
Website
opco.com
Employees
2663
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5 roles

Patrick Menesick work experience

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

Municipal Bond Portfolio Manager

Current
Oppenheimer & Co. Inc.

New York, New York, United States

Aug 2024 - Present

Municipal Bond Trader

Foresters Investment Management Company

Greater New York City Area

• Trade tax-exempt and taxable municipal bond positions for $6 billion AUM across 10 tax-exempt, taxable and life insurance portfolios. Actively trade bond par amounts ranging from 50,000 to 20 million. Average bond par amount traded per year 850 million.• Contribute to the development and execution of strategy for the various portfolios through duration, yield curve positioning, sector allocation and security selection recommendations.• Track relative value opportunities within and across sectors and states, between coupons and across the yield curve to generate alpha for the funds and crossover portfolios.• Interact with over 50 dealers in order to provide the Portfolio Manager with updated market activity to make effective decisions for the funds.• Manage all aspects of the bid-wanted process, including verification of positions and valuations.• Provide timely issuer information to the Senior Municipal Analyst.• Refine and maintain spreadsheets and reports pertaining to the funds including trade history, cash positions, valuation and performance.• Maintain current knowledge of issuers in the marketplace on a weekly basis.• Ensure fund compliance with investment guidelines and SEC regulations.

Mar 2011 - Oct 2019

Fixed Income Portfolio Assistant

First Investors Management Company

Greater New York City Area

• Processed trades in private-label trade and accounting system (PAM) and/or Bloomberg.• Maintained trade and new-issue order records according to firm regulations.• Tracked all settlements and cash projections to ensure the funds are fully invested through the purchase and sale of VRDN’s.• Facilitated any requests from compliance department.

Jun 2007 - Mar 2011

Private Wealth Management Intern

Merrill Lynch

Greater New York City Area

• Assisted Vice-President, Senior Financial Advisor in daily office functions.• Prospected new clients, analyzed client portfolios and helped prepare seminars.• Obtained a vast knowledge of the array of Merrill Lynch products and services.

Aug 2006 - May 2007
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 2663 employees →

GD Gina De Bellas Gina De Bellas Colleague at Oppenheimer & Co. Inc.Staten Island, New York, United States View → KC Ken Cunningham Ken Cunningham Colleague at Oppenheimer & Co. Inc.New York, United States View → LR Luis Rosario Luis Rosario Colleague at Oppenheimer & Co. Inc.Fort Lauderdale, Florida, United States View → MD Matthew Difrisco Matthew Difrisco Colleague at Oppenheimer & Co. Inc.New York, United States View → TF Tom Fucaloro Tom Fucaloro Colleague at Oppenheimer & Co. Inc.Somerset, New Jersey, United States View → MG Marianne Goldstein Marianne Goldstein Colleague at Oppenheimer & Co. Inc.Stamford, Connecticut, United States View → EE Erica Eiler, Cfa Erica Eiler, Cfa Colleague at Oppenheimer & Co. Inc.New York, United States View → CL Charles Laverty Charles Laverty Colleague at Oppenheimer & Co. Inc.Newport Beach, California, United States View → ZP Zachary Pumphrey Zachary Pumphrey Colleague at Oppenheimer & Co. Inc.Palm Beach, Florida, United States View → DJ Derrick James Derrick James Colleague at Oppenheimer & Co. Inc.Piscataway, New Jersey, United States View →
3 education records

Patrick Menesick education

Bachelor Of Science (Bs), Finance, General

Manhattan College

Activities and Societies: Investment Club, Gaelic Society

FAQ

Frequently asked questions about Patrick Menesick

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

What company does Patrick Menesick work for?

Patrick Menesick works for Oppenheimer & Co. Inc..

What is Patrick Menesick's role at Oppenheimer & Co. Inc.?

Patrick Menesick is listed as Municipal Bond Portfolio Manager at Oppenheimer & Co. Inc..

What is Patrick Menesick's email address?

AeroLeads has found 1 work email signal at @peoples.com for Patrick Menesick at Oppenheimer & Co. Inc..

Where is Patrick Menesick based?

Patrick Menesick is based in Yonkers, New York, United States while working with Oppenheimer & Co. Inc..

What companies has Patrick Menesick worked for?

Patrick Menesick has worked for Oppenheimer & Co. Inc., People'S United Advisors, Foresters Investment Management Company, First Investors Management Company, and Merrill Lynch.

Who are Patrick Menesick's colleagues at Oppenheimer & Co. Inc.?

Patrick Menesick's colleagues at Oppenheimer & Co. Inc. include Gina De Bellas, Ken Cunningham, Luis Rosario, Matthew Difrisco, and Tom Fucaloro.

How can I contact Patrick Menesick?

You can use AeroLeads to view verified contact signals for Patrick Menesick at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Patrick Menesick attend?

Patrick Menesick holds Bachelor Of Science (Bs), Finance, General from Manhattan College.

What skills is Patrick Menesick known for?

Patrick Menesick is listed with skills including Bloomberg, Microsoft Excel, Pam For Securities, Trading, Wealth Management, Financial Advisory, Investments, and Portfolio Management.

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