Resumes
Resumes
Investment Advisor
View pageLocation:
Phoenix, AZ
Industry:
Investment Management
Work:
Perspective Financial Services LLC since Sep 2006
Investment Advisor
ABL Wealth Management Nov 2004 - Sep 2006
Senior Vice President
Smith Barney Apr 2000 - Nov 2004
Financial Consultant
The Bank of New York Apr 1995 - Apr 2000
AVP
ING Groep Jan 1987 - May 1993
AVP
Investment Advisor
ABL Wealth Management Nov 2004 - Sep 2006
Senior Vice President
Smith Barney Apr 2000 - Nov 2004
Financial Consultant
The Bank of New York Apr 1995 - Apr 2000
AVP
ING Groep Jan 1987 - May 1993
AVP
Education:
Thunderbird School of Global Management 1993 - 1994
MIM, Finance Colgate University 1983 - 1986
BA, Economics
MIM, Finance Colgate University 1983 - 1986
BA, Economics
Skills:
Investment Advisory
Investment Management
Fixed Income
Strategic Financial Planning
Financial Advisory
Financial Services
Derivatives
Portfolio Management
Investments
Portfolio Assessment
Finance
High Net Worth Individuals
Investment Strategies
Asset Allocation
Estate Planning
Pensions
Retirement
Retirement Planning
Financial Planning
Investment Management
Fixed Income
Strategic Financial Planning
Financial Advisory
Financial Services
Derivatives
Portfolio Management
Investments
Portfolio Assessment
Finance
High Net Worth Individuals
Investment Strategies
Asset Allocation
Estate Planning
Pensions
Retirement
Retirement Planning
Financial Planning
Interests:
Hiking
Travel
Cooking and Reading
Travel
Cooking and Reading
Patrick Eng
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Patrick Eng
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Patrick Eng
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Patrick Eng
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Patrick Eng
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Special Situation/Event Driven Portfolio Manager
View pagePosition:
Partner at Windwod Capital Partners
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Windwod Capital Partners since Jan 2008
Partner
Pequot Capital 2005 - 2008
Portfolio Manager
Amaranth Advisors Jan 2000 - 2005
Managing Director
C.A.I Capital Partners Jan 2000 - Jan 2002
Associate
JP Morgan Chase Jul 1997 - Jan 2000
Analyst
Partner
Pequot Capital 2005 - 2008
Portfolio Manager
Amaranth Advisors Jan 2000 - 2005
Managing Director
C.A.I Capital Partners Jan 2000 - Jan 2002
Associate
JP Morgan Chase Jul 1997 - Jan 2000
Analyst
Education:
Occidental College 1993 - 1997
The Gunnery School 1993
HS
The Gunnery School 1993
HS
Patrick Eng
View pageLocation:
Greater New York City Area
Industry:
Financial Services