Patrick Bell

Wealth Management Advisor

We found the following information about Patrick Bell at BANK OF AMERICA/MERRILL LYNCH, where Patrick has worked as a Wealth Management Advisor since 2011. Patrick's total work experience is over 30 years, during which time this professional had at least ten jobs at different places to develop skills. Patrick studied at the University of California at Berkeley from 1986. This expert received the following certifications: Series 7, 66, Life and Health and Series 7, 55, 63, 65, Life and Health. Currently, Patrick is located in San Rafael, California. You can contact with Patrick by searching for phone number or email address or get additional info by requesting access to this person's additional details from Connexy.
Name variants:
Pat Bell, Paddy Bell, Patsy Bell, Rick Bell

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Contact Information

Last Update
Jun 23, 2022
Email
pb**@klarityfx.com, pa**@klarityfx.com, pb**@aol.com
Location
San Rafael, CA

Workplace

Wealth Management Advisor

San Francisco, CA

Work History

Wealth Management Advisor

San Francisco, CA
Jan 2011 — Nov 2013

Wealth Management Advisor

San Francisco
from Jan 2011

Vice President - Outsource Equity and Options Trader

Acted as buy side trader for hedge fund clients by executing orders per portfolio manager’s instructions, alerted the portfolio manager to portfolio relevant trading opportunities, news and ...
Jan 2006 — Jul 2010

Proprietary Trader

Managed a proprietary trading account employing a market neutral, relative value pairs trading strategy Utilized quantitative and technical filtering model to identify prospective pairs that...
Dec 2002 — Dec 2005

Proprietary Trader

San Francisco, CA
Dec 2002 — Dec 2005

Options Market Maker

Made markets and provided liquidity in all market conditions in the options of many underlying equities Managed multi-layered portfolio risk including: Delta, Gamma, Theta, Vega, Rho and eff...
Nov 1989 — Dec 2002

Market Technician

San Francisco, CA
Jul 1989 — Nov 1989

Options Liaison. Registered Representative

Jul 1987 — Nov 1989

Options Liaison, Registered Representative

San Francisco, CA
Jul 1987 — Nov 1989

Institutional Options Phone Clerk

San Francisco, CA
Sep 1986 — Jul 1987

Education

B.A. in Political Science

Berkeley, CA
from Jun 1986

Occupations

Financial Broker
Financial Consultant
Advisor
Accountant
Finance and Accounting Specialist
Executive
Vice President
Trader
Portfolio Manager
Sales Specialist
Sales Representative
Sales Agent
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Capital Markets Professional
Investment Analyst
Financial Analyst

Skills

Trading
Options
Equities
Investments
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