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Patrick Feller
Front Office Investment Management Veteran
Patrick Feller, CFA, excels in representing investment teams to establish and nurture relationships with various types of clients, including institutional and retail clients and institutional consultants. With a diverse client portfolio ranging from major U.S. pension plans to wirehouse/RIA advisors and individuals, Patrick effectively serves as a front office ambassador by engaging with investment teams, colleagues, and clients through his content expertise, storytelling skills, and intentional relationship-building strategies. His core values revolve around the 3 P's: being Professional, Personable, and Persistent.
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Location
San Diego, California, United States
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People also viewed
Mike Pekala
Director of Sales at Skopenow - We're Hiring!
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Adam Conner
Sr. Director @ Vivoom - Host of CMO Podcast "Authentic Influence"
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See who you know in common with Patrick