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Patrick Tate

Patrick joined Saunderson House in February 2015 as a graduate trainee investment analyst following his previous role as a financial analyst at QBE Insurance Group. He assists with UK equities and fixed interest investment analysis.

Patrick graduated from the University of Exeter with a degree in Mathematics with Economics. Having completed the Certificate in Financial Services and the IMC, he has completed the Chartered Financial Analyst (CFA) qualification, and became a CFA charter holder in December 2018.

Outside of work Patrick is a big sports fan and enjoys playing golf and football, as well as travelling and cooking in his spare time.