Patrick Lazzaro
About Patrick Lazzaro
Patrick Lazzaro is an Investment Banking Analyst at Jefferies in New York, with a background in finance and accounting from Georgetown University.
Current Position at Jefferies
Patrick Lazzaro has been serving as an Investment Banking Analyst at Jefferies since 2021. Based in New York, United States, he has been contributing to the firm's operations and client engagements in investment banking. His role includes financial analysis, market research, and preparing presentations for clients. He started his journey at Jefferies as an Investment Banking Summer Analyst in 2020, before becoming a full-time analyst.
Experience at Georgetown University Alumni & Student Federal Credit Union
Patrick Lazzaro garnered significant experience at the Georgetown University Alumni & Student Federal Credit Union. He held multiple roles from 2018 to 2021, including Chief Lending Officer, Chair of Credit, Asset Liability Committee Member, Loan Officer, and Bank Teller. His responsibilities ranged from overseeing lending procedures to managing credit policies and engaging in asset liability management. This extensive experience provided him a deep understanding of financial operations and credit union management.
Wealth Management Internship at Valark Financial Services
In 2019, Patrick Lazzaro served as a Wealth Management Intern at Valark Financial Services in Hartford, Connecticut Area. During his one-month tenure, he gained valuable insights into wealth management practices, assisting in investment strategies and client portfolio management. This role helped him understand the practical aspects of wealth management and financial advisory.
Educational Background at Georgetown University
Patrick Lazzaro pursued his Bachelor of Science (BS) in Accounting and Finance from Georgetown University, completing his studies from 2017 to 2021. This rigorous academic program equipped him with foundational and advanced knowledge in financial analysis, accounting principles, and investment strategies. His education at Georgetown was pivotal in preparing him for a successful career in finance and investment banking.
Early Career and Internships
Prior to his role at Jefferies, Patrick Lazzaro held several positions that helped shape his financial expertise. He worked as an Accounting Intern at Custom Vault Corporation in 2018, providing support in financial reporting and accounting tasks. Additionally, he was a Senior Analyst at Georgetown Collegiate Investors, LLC from 2017 to 2019, where he was involved in investment research and analysis. These early career roles provided him with diverse experiences in financial management and analysis.