630-821-6990
Client Login
Menu
Home
About Us
Generosity
Our Core Values
Our Team
Impact & Scale
Working Together
Careers
Careers
Join Our Advisor Team
Tips & Tools
Tax Tools
Glossary
Calculators
Resources
Resources
Articles
Podcasts/ Videos
Presentations
News
Contact
Patrick Morris
Investment Operations Manager
(630) 821-6990 ext.106
patrick@intentgen.com
Specializes in:
Investment & Management
Trades
Portfolio management
Operations/settlement
About:
Chartered Financial Analyst (CFA®)
DePaul University, MBA
Northern Illinois University, B.S. Finance
Industry experience since 1993