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Patrick Kelly

UBS Wealth Way Field Engagement & Adoption Strategy, Chief Investment Office

Patrick Kelly is currently a Product Manager for Offshore Funds at UBS's Chief Investment Office. They previously served as a Senior Wealth Strategy Associate at UBS from 2017 to 2021 and worked as a Financial Advisor at Merrill Lynch Wealth Management from 2012 to 2017. Patrick earned a Bachelor's Degree from Nazareth College in 2012 and is also associated with Trinity Pawling.

Location

Rochester, United States

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