Patrick McGowan, MBA

Experience

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  Wells Fargo Advisors

  Jul 2011 - Jul 2014

  Worked directly with the Director of Best Practices of the Investment and Advisory Product Group as an internal consultant. Utilized SQL to query proprietary data warehouses and constructed statistical and financial models to provide analytics that shaped management decisions on how best to mitigate risks facing the $1.3 trillion in client assets. Additionally, worked as a liaison with the corporate IT, Legal, and Compliance departments to coordinate projects such as SEC inquires, client complaint analysis, and building a business intelligence tool. Attained the corporate title of “Officer” as recognition of excellent performance in role. Show less Strategized with six analysts to define the scope of work and appropriate goals necessary to develop a tablet strategy to support a corporate strategic initiative focused on reaching clients through new media and channels. Then, analyzed Wells Fargo’s current mobile infrastructure and capabilities. Next, we identified strategic best practices from a comprehensive investigation of the mobile and online landscape. Finally, we effectively presented group’s recommendation to the Wealth, Brokerage, and Retirement Operating Committee. Our proposal to integrate a stand-alone brokerage app within the existing Wells Fargo mobile infrastructure in order to leverage significant cross-sell opportunities was approved, resulting in increased funding for initiative. Show less

  • Analytics Consultant

    Apr 2012 - Jul 2014

  • WBR Analyst Program

    Jul 2011 - Mar 2012
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  Vanderbilt Owen Graduate School of Management

  Aug 2014 - May 2016

  MBA Class of 2016

  Graduated with a specialization in Investment Management as well as a concentration in Corporate Strategy in order to take advantage of my experience at Wells Fargo Advisors and build upon my education at UNC Chapel Hill to develop new abilities to enhance my career in finance.

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  KeyBanc Capital Markets

  May 2015 - Jul 2015

  Investment Banking Summer Associate

  Synthesized healthcare sector and company specific research into dynamic presentation materials for live pitches and ongoing sell-side merger transactions under rigorous time constraints that resulted in multiple client engagements.Leveraged expertise in data management and analytics to provide valuable insights from fragmented, unstructured client data and resolved computational issue in a financial model fundamental to a fairness opinion.Collaborated with a cross-functional team of three other graduate interns to develop a comprehensive proposal on how KeyBanc Capital Markets (KBCM) could expand into a new industry vertical. Presented the solution of entering the biopharmaceutical industry via acquisition to KBCM executive leadership, which resulted in significant interest to warrant further executive evaluation of the strategic merits of implementing the recommendation. Independently crafted and presented valuation and pitch deck to managing director as part of the Healthcare Group’s capstone internship project – materials were approved for ongoing use. Show less

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  UBS

  Jan 2016 - now

  Actively support the Firm's strategy through pricing of Securities Back Loan (SBL) facilities. Additionally, work to optimize the Firm's RWA profile in the Americas.

  • Director - SBL Pricing Specialist

    Jan 2024 - now

  • Director - Strategic Business Analyst

    Feb 2021 - Jan 2024

  • Director - Senior Quantitative Risk Specialist

    Mar 2019 - Feb 2021

  • Associate Director - Quantitative Risk Specialist

    Jan 2016 - Mar 2019