Patrick Duffner, CFA

Patrick Duffner, CFA has a diverse work experience spanning various roles and industries. In their most recent position as the Head of Business Development at IMTC, they were responsible for providing analytics and portfolio management solutions to buy-side investors. Patrick played a crucial role in streamlining front-, middle-, and back-office functions, as well as revolutionizing optimization, automation, integration, and scalability through cutting-edge technology.

Before joining IMTC, Patrick worked at JPMorgan Chase & Co. for several years in different roles. As an Investment Specialist, they produced portfolios for ultra-high-net-worth individuals and interacted with clients to deliver goals-based investment advice. Patrick also worked as an Investment Bank, Short-Term Fixed Income Institutional Sales Associate, where they sold various fixed income assets. In addition, Patrick served as an Investment Bank, Product Controller Fixed Income Credit Trading, where they provided analytical support for credit trading desks and assessed risks and profit and loss (P&L) generation. Patrick also worked as an Investment Bank, Financial Controller Fixed Income Structured Notes and Stable Value, where they executed business practice audits, facilitated regulatory compliance, and monitored fixed income products.

Aside from their work in the financial industry, Patrick also has experience as an owner of D&G Landscaping. In this role, they successfully operated the business, generating revenue of up to $80,000 per year, managing employees, and handling various aspects of owning a small business. Before that, they worked as a Manager at the Treasury Department Recreation Association, where they managed all business features, including client service, sales, buying, accounting, and recruiting and training employees.

Patrick Duffner's work experience showcases their expertise in finance, investment management, sales, business development, and small business ownership. Through their various roles, they have gained valuable experience in delivering investment advice, selling fixed income assets, providing analytical support, and managing businesses.

Patrick Duffner, CFA, obtained their Bachelor of Science in Business Administration (B.S.B.A) degree with a concentration in International Economics and Finance from The Catholic University of America. Patrick completed their undergraduate studies from 2007 to 2011. In 2019, Patrick obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Additionally, they have certifications in series 7 and 63 from FINRA, though the exact dates of completion are not provided.