Patrick Scholes

Analyst-Equity at

Truist Securities, Inc.

Finance

Consumer Services

Profile

Patrick Scholes is currently Managing Director at Truist Securities, Inc., a position held since 2012.
Former roles include Research Analyst at JPMorgan Securities LLC from 2005 to 2008, Associate Analyst at Harris Nesbitt Gerard from 2004 to 2005, Vice President at FBR Capital Markets & Co. (Old) from 2008 to 2011, and Principal at both Equitable Advisors LLC and Hyatt Hotels Corp.
Also worked as an Analyst at Thomas Weisel Partners LLC.
Education includes an MBA from Rochester Christian University conferred in 2004 and an undergraduate degree from Cornell University conferred in 1994.

Patrick Scholes active positions

Companies	Position	Start
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2012-06-30

All active positions of Patrick Scholes

Former positions of Patrick Scholes

Companies	Position	End
FBR Capital Markets & Co. (Old) FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2011-12-30
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2008-06-25
Harris Nesbitt Gerard Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors.	Analyst-Equity	2005-05-04
HYATT HOTELS CORPORATION	Corporate Officer/Principal	-
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Corporate Officer/Principal	-

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Training of Patrick Scholes

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Linked companies

Private companies	9
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Finance
Harris Nesbitt Gerard Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors.	Finance
Thomas Weisel Partners LLC Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
FBR Capital Markets & Co. (Old) FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hyatt Hotels Corp. Hyatt Hotels Corp. Hotels/Resorts/Cruise linesConsumer Services Owns, operates, manages and franchises hotels and resorts	Consumer Services