![Patrick Scholes](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Patrick Scholes is currently Managing Director at Truist Securities, Inc., a position held since 2012.
Former roles include Research Analyst at JPMorgan Securities LLC from 2005 to 2008, Associate Analyst at Harris Nesbitt Gerard from 2004 to 2005, Vice President at FBR Capital Markets & Co. (Old) from 2008 to 2011, and Principal at both Equitable Advisors LLC and Hyatt Hotels Corp.
Also worked as an Analyst at Thomas Weisel Partners LLC.
Education includes an MBA from Rochester Christian University conferred in 2004 and an undergraduate degree from Cornell University conferred in 1994.
Postes actifs de Patrick Scholes
| Sociétés | Poste | Début |
|---|---|---|
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2012 |
Anciens postes connus de Patrick Scholes
| Sociétés | Poste | Fin |
|---|---|---|
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2011 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 26/06/2008 |
Harris Nesbitt Gerard
 Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors. | Analyst-Equity | 05/05/2005 |
| HYATT HOTELS CORPORATION | Corporate Officer/Principal | - |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets. | Corporate Officer/Principal | - |
Formation de Patrick Scholes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets. | Finance |
Harris Nesbitt Gerard
Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors. | Finance |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
FBR Capital Markets & Co. (Old)
FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hyatt Hotels Corp.
 Hyatt Hotels Corp. Hotels/Resorts/Cruise linesConsumer Services Owns, operates, manages and franchises hotels and resorts | Consumer Services |
