Patricia Addeo

Senior Associate and Wealth-Relationship Management and Impact Investing and Esg

With work experience over 12 years, Patricia Addeo is currently working at Veris Wealth Partners as a Senior Associate Wealth Manager. Patricia received his education at the Boston College. Patricia can be found in Hartsdale, New York. To contact Patricia, you can look for their phone number or email or receive additional info by requesting access to this person's further details on this website.
Name variants:
Pat Addeo, Patty Addeo, Patti Addeo, Pattie Addeo, Patsy Addeo, Tricia Addeo, Trisha Addeo, Trish Addeo, Trissie Addeo, Trissy Addeo

Contact Information

Last Update
Jul 11, 2022
Email
pa**@veriswp.com, pa**@optonline.net, pa**@gmail.com
Location
Hartsdale, NY

Workplace

Veris Wealth Partners, LLC
Senior Associate Wealth Manager

Industry

Financial Services

Work History

Senior Associate Wealth Manager

from Jan 2009

Analyst

Nov 1987 — Jan 1999

Occupations

Scientist
Senior Associate
Executive
Manager
Analyst
Supporting Member
Team Member
Operations Manager
Analysts

Skills

Asset Managment
Risk Management
Portfolio Management
Financial Modeling
Equities
Investments
Hedge Funds
Securities
Business Strategy
Private Equity
Leadership
Financial Analysis
Valuation
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