Patrick A.

Skills

Leadership & Governance · Global Process Optimization · Multi-Asset Class Operations · Public Markets · Private Equity/Private Credit · Risk & Compliance · Vendor Oversight · Digital Transformation · AI & Workflow Automation · Treasury & Funding Efficiency

About

Global Investment Operations & Middle Office leader with 20+ years supporting front-office investment teams across public and private markets. Proven record of optimizing trade lifecycle processes, enhancing portfolio support, and driving technology-enabled transformation across multi-asset platforms. Trusted partner to senior leadership with expertise in public markets, private markets, vendor oversight, and risk management. Partnered with Portfolio Managers and Traders to streamline trade execution, funding, and lifecycle transparency. Recognized for delivering efficiency gains, digital innovation, and operational resilience. Seeking to leverage expertise in optimizing multi-asset operations for innovative financial institutions.