Patrick Buckley
About Patrick Buckley
Patrick Buckley is a Wealth Management Associate at Jefferies in Chicago, IL, with a background in financial advisory and marketing roles.
Professional Experience at Jefferies
Patrick Buckley currently holds the position of Wealth Management Associate at Jefferies, a role he has been in since 2019. Based in Chicago, IL, he is involved in managing and optimizing the financial portfolios of clients, contributing to the firm's wealth management services. His responsibilities likely include assisting senior advisors, client communication, and portfolio analysis.
Previous Role at Interactive Brokers
Before joining Jefferies, Patrick Buckley worked at Interactive Brokers as a Financial Advisor Services Associate from 2014 to 2019. During his five-year tenure in this role, he was responsible for providing support and services to financial advisors, managing client relationships, and contributing to the company’s growth in the financial advisory sector.
Financial Writing and Marketing Experience
Patrick Buckley also has experience as a Freelance Writer for StyleSeek.com, where he worked from 2013 to 2014. This role involved creating content related to finance and possibly other topics, contributing to the platform's engagement and reach. Additionally, he served as a Marketing Advisor and Workforce Program Intern at the Indo-American Center from 2013 to 2014, focusing on marketing strategies and workforce development programs.
Early Career and Internship Roles
In 2012, Patrick held a short-term role as Sales Marketing/Charity Event Planner at the Sid Feldman Legacy Fund. This position likely involved planning charity events and marketing efforts to support the organization’s objectives. His early career also included an internship at the Indo-American Center, where he was involved in workforce programs and marketing advisory from 2013 to 2014.
Educational Background
Patrick Buckley graduated from DePaul University with a Bachelor of Arts in Political Science and Government in 2013. In addition to his main degree, he pursued minors in Economics and Marketing, reflecting a broad educational background that supports his professional roles in financial services and wealth management. Prior to attending university, he completed his high school education at Lyons Township High School District 204, graduating in 2009.