PATRICK DUQUENNE

Results-driven portfolio manager with over 15 years of experience .

Seeking an opportunity to leverage my expertise in financial analysis, risk management, and investment strategies to optimize portfolio performance. Adept at identifying opportunities, managing assets, and delivering superior returns for clients. Committed to continuous improvement and delivering value in a dynamic financial environment.

AUREUS WEALTH MANAGEMENT 2013 to Present

CEO, Portfolio Manager

Manage clients’ portfolios, executed trades on a daily basis, performed portfolio reviews, comply with regulatory requirements in terms of allocation and investment policies, manage the fixed income requirements of clients based on individual basis, research several investment tools base on market conditions (stocks, preferred stocks, ETFs, bonds). MORGAN STANLEY 2011-2013

Portfolio Manager

As an investment advisor I performed all the duties of executing trades for clients based on portfolio reviews and investment policies, work with compliance to be in line with individual settings of portfolios, maintained relationships with clients, and on-boarded additional clients. LMR ASSET MANAGEMENT 2011-2013

Portfolio Manager

EDWARD JONES 2009-2010

Portfolio Manager

DISNEY, DISNEYLAND 1995 2005

Head of sales, Disneyland hotel, Paris

EDUCATION

South University (West Palm Beach, Florida) - 2007 BA Business Administration Magna Cum Laude

University Rene Descartes (Paris, France) - 1993

BA Business administration

ad205v@r.postjobfree.com PORTFOLIO MANAGER

STATE SECURITIES LAW EXAM

CONTACT

561-***-****

Coral Gables, FL

SERIES 65

Uniform Investment Adviser

Law Examination

Sep 17, 2007

SERIES 63

Uniform Securities Agent

State Law Examination

Sep 15, 2007

SERIES 31

Futures Managed Funds

Examination

May 16, 2011

SERIES 7

General Securities

Representative Examination

Aug 8, 2007