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    Patrick Forrett

    Product Specialist, Client Portfolio Manager, Client/Consultant Relationship Manager, Product Manager, Product Marketer

    Patrick Forrett is an experienced product specialist and client portfolio manager with a background in client and consultant relationship management, business development, and product marketing. Patrick has demonstrated expertise in client portfolio management across equities, multi-asset, and alternatives, as well as in product development and messaging. With a strong educational foundation including a Bachelor of Science in Architecture and Design from MIT, an MBA in Investment Management and Finance from McGill University, and a College Diploma in Culinary Management from George Brown College, Patrick brings a diverse skill set to his roles. Throughout his career, Patrick has held various key positions such as Vice President of Institutional and Consultant Relations at National Accounts, Senior Investment Consultant, and Marketing Director at reputable organizations like Sentry Investments, BV Ventures, and DundeeWealth Inc. His experience also includes roles as a Portfolio Specialist at AllianceBernstein, Equity Specialist at Global Strategy Financial, and Mutual Fund Analyst at Lévesque Beaubien, showcasing his extensive industry knowledge. Patrick is known for his quantitative risk analysis skills, project management expertise, and leadership abilities. He has a proven track record of fostering strong client relationships, developing innovative solutions, and effectively communicating with diverse stakeholders in both institutional and retail channels.

    Patrick Forrett
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    Location

    New York City Metropolitan Area