Patrick Harney

Patrick Harney

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. Patrick Harney is a Director of Client Advisory at Twin Focus Capital Partners LLC.
Mr. Harney has over a decade of experience working with high-net-worth clients, most recently at PNC Bank's wealth management office in Boston.
As an Assistant Vice President, he was directly responsible for managing client relationships and next generation beneficiaries, executing their estate plans and providing consultative wealth advisory solutions in an effort to achieve their financial goals.
Earlier in his career, he worked with a broad array of sophisticated clients while at Cambridge Trust Company and CIC Wealth Management.
He is a cofounder and trustee of the PlayBall! Foundation, which works towards increasing participation in sports for Boston's urban youth.
Mr. Harney received his Bachelor of Arts degree from Gettysburg, he is a graduate of Boston University's Financial Planning Program, and is a Certified Financial Planner practioner.
He also holds the designation of Certified IRA Services Professional from the Institute of Certified Bankers.

Precedenti posizioni note di Patrick Harney

SocietàPosizioneFine
Corporate Officer/Principal 30/04/2013
Corporate Officer/Principal 30/09/2008
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Formazione di Patrick Harney

Gettysburg College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

24

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3

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Donna

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Aziende private2

Finance

Finance

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