Patrick Davis
About Patrick Davis
Patrick Davis is an operations professional with extensive experience in the finance sector. He has held positions at notable firms such as UBS, Millennium Management, and Offit Capital Advisors, and he holds a Bachelor of Business Administration in Finance from Iona College.
Current Role at UBS
Patrick Davis has been working at UBS in the Operations department since 2019. His role involves overseeing operational processes and ensuring efficient workflow within the organization. UBS is known for its wealth management and investment banking services, and Davis contributes to maintaining high operational standards in this competitive environment.
Previous Experience at Offit Capital Advisors
Before joining UBS, Patrick Davis worked as an Associate at Offit Capital Advisors for seven months in 2019. His responsibilities included supporting various operational functions and assisting in client service initiatives. This role provided him with valuable experience in the financial advisory sector.
Experience at Millennium Management
Patrick Davis spent three years at Millennium Management, where he held a position in Surveillance and Operations from 2016 to 2019. In this capacity, he was involved in monitoring trading activities and ensuring compliance with regulatory standards, which are crucial in the asset management industry.
Education and Expertise
Patrick Davis earned a Bachelor of Business Administration (BBA) in Finance from Iona College, completing his studies from 2011 to 2015. His academic background in finance has equipped him with the necessary knowledge and skills to excel in various operational roles within the financial services sector.
Internship Experience at Northwestern Mutual
During his studies, Patrick Davis gained practical experience as a Financial Representative Intern at Northwestern Mutual from 2014 to 2015. This internship lasted eight months and provided him with insights into financial planning and client relations, further enhancing his understanding of the financial industry.