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@wellington.com
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3 phones found area 610 and 617
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LinkedIn matched
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Robert Patten is listed as Retired Wellington Hedge Fund, Private Equity Investor based in Naples, Florida, United States. AeroLeads shows a work email signal at wellington.com, phone signal with area code 610, 617, and a matched LinkedIn profile for Robert Patten.
Robert Patten previously worked as Global Industry Analyst at Wellington Management and Bank Consultant at Financial Consultants. Robert Patten holds Bachelor Of Science - Bs, Accounting And Finance from Monmouth University.
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As an analyst in the Global Industry Research Group, Bob specializes in the finance sector with primary responsibility for small-cap US bank and thrift stocks as well as Wellington's Private Equity Investments in Financial Technology. Bob’s focus is to constantly interact with Bank managements and Boards to conduct fundamental analysis on these companies as well as make buy/sell recommendations to portfolio managers based on his findings and market conditions.
Listed skills include Investment Banking, Banking, Financial Analysis, Bloomberg, and 23 others.
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Boston, Massachusetts, US
As an analyst in the Global Industry Research Group, Bob specializes in the finance sector with primary responsibility for small-cap US bank and thrift stocks as well as Wellington's Private Equity Investments in Financial Technology. Wellington is the largest owner of small cap/community banks and Bob’s focus is to constantly interact with these.
Provided strategic guidance, expertise and regulatory advice to bank managements.
Hired to build out and lead the U.S. Banks Institutional Research coverage at Morgan Keegan in 2005 after firms sector absence for 18 months. Provided institutional research, analysis and overview for banking sector with 20+ US regional and super regional banks under coverage. Extensive and longtime institutional and issuer relationships with strong.
Zurich, CH
Provide full research coverage on Mid-Cap and Super-Regional banks as a member of the #1 Institutional Investor ranked global team of bank analyst’s. Extensive CEO and CFO relationships enhanced both management access and firms investment banking effort. Was ranked second by the 200 largest fund Industry Fund Managers based on the Reuters 2000 Mid-Cap Bank.
Senior Bank Analyst with responsibility for full research coverage and overview of Mid-Cap banks with primary focus on Southeastern and Mid Atlantic banks, expanding coverage to include Midwest and West coast banks.
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Robert Patten is listed as Retired Wellington Hedge Fund, Private Equity Investor.
AeroLeads has found 3 work email signals at @wellington.com for Robert Patten.
AeroLeads has found 3 phone signal(s) with area code 610, 617 for Robert Patten.
Robert Patten is based in Naples, Florida, United States.
Robert Patten has worked for Wellington Management, Financial Consultants, Morgan Keegan, Ubs, and Salomon Brothers/Lehman Brothers.
You can use AeroLeads to view verified contact signals for Robert Patten, including work email, phone, and LinkedIn data when available.
Robert Patten holds Bachelor Of Science - Bs, Accounting And Finance from Monmouth University.
Robert Patten is listed with skills including Investment Banking, Banking, Financial Analysis, Bloomberg, Portfolio Management, Equities, Investment Management, and Mutual Funds.
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