Patrick Merlie
About Patrick Merlie
Patrick Merlie is an Investment Banking Associate at Jefferies in New York, with previous experience at Wells Fargo in Philadelphia. He holds a Bachelor of Business Administration in Finance from Saint Joseph's University.
Current Position at Jefferies
Patrick Merlie is currently serving as an Investment Banking Associate at Jefferies. He has been with the company since 2021. His role is based in New York, New York, United States. As part of the investment banking team, his responsibilities likely include financial analysis, client interactions, and assisting in the structuring and execution of deals.
Previous Role at Wells Fargo
Before joining Jefferies, Patrick Merlie worked at Wells Fargo. In 2021, he served as an Associate in the Financial Institutions Group for 11 months in Philadelphia, Pennsylvania. Prior to that, he was an Analyst in the Financial Institutions Group from 2018 to 2021, based in the Greater Philadelphia Area. In these roles, he would have been involved in financial modeling, transaction support, and market research.
Education and Academic Background
Patrick Merlie studied Finance at Saint Joseph's University, where he achieved a Bachelor of Business Administration (BBA) from 2015 to 2018. Prior to that, he attended Lafayette College from 2008 to 2010. His academic focus on finance provided a strong foundation for his subsequent roles in the financial services industry.