Patrick Umali is an experienced finance professional currently serving as an Assistant Vice President at Jefferies. They have a robust background in margin analysis, having worked in various roles across notable firms such as BNY Mellon, UBS Investment Bank, and Morgan Stanley. Patrick's expertise includes monitoring compliance with financial regulations, processing margin calls, and managing trades. They earned a degree in Business Management with MBA credits from De La Salle University, where they also studied Accounting, Finance, and Economics.
This person is not in the org chart
This person is not in any teams
This person is not in any offices