Since 2019, Patrick Magnusson has been working in Sit Investment Associates based 290, 290. This expert is a high-skilled Vice President - Institutional Marketing with over 19 years of work experience. According to Patrick's CV and work profile, Patrick has worked at more than eight places with numerous backgrounds and got various skills. Patrick attended school at the University of Minnesota - Carlson School of Management from 2002 to 2004. This expert has professional certification as Cfa- Chartered Financial Analyst and Nasd Series 7, 86 & 87 (Inactive) and this expert has studied German. Patrick can be found in Saint Paul, Minnesota – where this expert is currently located. You can search for this person's email address and number. We can also provide you detailed contact information upon request.
Name variants:
Pat Magnusson,
Paddy Magnusson,
Patsy Magnusson,
Rick Magnusson
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 9, 2022
Email
pa**@hotmail.com, pm**@leutholdgroup.com
Location
Saint Paul, MN
Company
Workplace
Vice President - Institutional Marketing
Industry
Investment Management
Colleagues
Work History
Vice President - Institutional Marketing
80 south 8Th St, Minneapolis, MN 55402
from Aug 2019
Managing Director - Institutional Sales
350 Highway 7 SUITE 135, Excelsior, MN 55331
Centerpoint Capital Management assists top institutional investment management firms in sourcing, closing, and servicing investment management mandates.
Centerpoint's client focus is insur...
2016 — Aug 2019
Strategy and Business Development
3 Times Sq, New York, NY 10036
Corporate Strategy & Business Development strategy development, business planning, business case development, investment analysis, industry analysis, M&A evaluation, market sizing, business ...
Apr 2013 — 2016
Senior Financial Analyst
7601 Penn Ave south, Richfield, MN 55411
Strategic Finance capital and investment projects, business case development, financial modeling, P&L management, profitability analysis, vendor analysis and negotiation
Jun 2012 — Apr 2013
Investment Research and Portfolio Management
235 east Lake St, Wayzata, MN 55331
Long/Short Equity Investment Research Sourcing investment ideas, investment due diligence, financial statement analysis, investment valuation, financial modeling, industry analysis, economic...
2008 — 2011
Investment Research and Portfolio Management
150 south 5Th St SUITE 1700, Minneapolis, MN 55402
Investment Research and Investment Management
2003 — 2008
Institutional Client Service and Product Management
3500 Packerland Dr, De Pere, WI 54115
institutional investor relations, product management, investment product development
1999 — 2003
Education
1994 — 1998
Occupations
Executive
Vice President
Marketer
Marketing Administrator
Chief Executive Officer
Chief Executive
Marketing Manager
Corporate Executive
Skills
Investments
Financial Modeling
Valuation
Competitive Analysis
Financial Analysis
Portfolio Management
Strategy
Business Development
Asset Management
Finance
Creative Problem Solving
Strategic Planning
Bloomberg
Microsoft Excel
Investment Management
Alternative Investments
Analytics
Due Diligence
Equities
Cfa
Marketing
Private Equity
Hedge Funds
Fixed Income
Credit
Mutual Funds
Product Management
Capital Markets
Asset Allocation
Sales Management
Writing
Microsoft Powerpoint
Management
Leadership
Presentation Skills
Sales Presentations
Negotiation
Institutional Sales
Caia
Factset
Sales Prospecting
Building New Business
Corporate Finance
Business Strategy
Analysis