Patrick Porter is a seasoned professional in the financial services industry, currently serving as the Director - Administrative Manager at UBS since 2025. With a rich background that includes roles such as VP at Merrill Lynch and a Private Client Specialist at Charles Schwab, Patrick has accumulated diverse experience over the years. Previously, they held various leadership positions at firms like Morgan Stanley and Fidelity Investments. Patrick is also licensed with multiple securities qualifications, including Series 3, 7, and 9/10.
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