Patrick Schneider

Operations Manager at Inverness Counsel

Patrick is the Operations Manager and is responsible for managing the operations department. His responsibilities include overseeing the portfolio management system, liaising with portfolio managers and assisting with reporting and technology of the firm. Prior to joining Inverness Counsel in 2016, he was a Senior Operations Analyst at Altfest Personal Wealth Management.

Patrick earned a BBA from Baruch College in 2006.

Location

Hasbrouck Heights, United States

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Inverness Counsel

Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.


Employees

11-50

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