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Motivated and ready to combat all challenges and jobs brought my way. I am a perfectionist who does his best to do every job the right way the first time without cutting corners or taking shortcuts.

Dynamic and results-driven Relationship Manager with a proven track record of exceeding revenue targets and driving portfolio growth. With over 2.5 years of experience in strategic financial planning and market analysis, I specialize in identifying investment opportunities and developing tailored wealth management strategies. Skilled in building and nurturing client relationships. Seeking a challenging role to apply my expertise in investment advisory, financial planning, and client relationship management within a dynamic and innovative environment.

I am a detail-oriented professional with strong interpersonal skills and a passion for teamwork. Currently, I am a full-time student at the University of Massachusetts Lowell pursuing my Master of Science in Finance. I have gained experience as a Wealth Management Intern at Sentinel Group as well as a Sales and Recruiting Intern at ClearBridge Technology Group. I aspire to take on a leadership role in the future, where I can make a significant positive impact on the world. Outside of my professional life, I enjoy playing lacrosse, getting out for a round of golf, and visiting the beach with family and friends

Assistant Hockey Trainer at Summit Centre with expertise in communication and creativity. Proven ability to manage and organize players in a timely fashion. Recognized for reliability and strong problem-solving skills while managing multiple players and tasks in fast-paced environments. Committed to being positive and work-driven, ensuring both a fun and productive environment.

Adept at enhancing customer service and learning on the job, I leveraged my problem-solving skills and teamwork ability while working at both of my previous jobs. Specializing in customer service and equipment maintenance, underscoring my commitment to carrying out my best work, and goal achievement. Wealth Management Intern with real-world experience supporting daily activities in setting. Excellent team collaborator and resilient in results-oriented professional settings.

Patrick Hanretty

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Wealth Management Intern

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Bachelor of Science - Business Administration, Finance, Accelerating Ingenuity in Markets

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Wealth Management Intern

Intern

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Bachelor of Science - Business Administration, Finance, Accelerating Ingenuity in Markets

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