Patrick A. has a diverse background in operations and asset management, with extensive experience in discretionary middle office functions. They served as an Associate Director at JBWere, leading initiatives related to Managed Accounts, following a role as a Team Lead at Crestone Wealth Management. Earlier in their career, Patrick worked in fixed income settlements at J.P. Morgan and held positions focused on bookings and trade management at nabtrade. They earned a Bachelor of Business in Economics and Finance from RMIT University.
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