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New York, NY - Investorside, the trade organization for the U.S. independent research industry, recently appointed industry veteran, Mr. Patrick Shea as the organization's new Executive Director. Mr. Shea's mandate at Investorside is twofold. First, the organization is working to legitimize the independent research industry and to promote Investorside as the representative trade organization to the members' clients, legislative bodies, regulatory bodies and financial services firms. Mr. Shea was was involved with Investorside from its founding, and he has continued to be involved with independent research, most recently with CFRA. Pat is well versed in the issues we all deal with from regulatory to collection/payment issues to client/relationship issues.
Prior to Pat's appointment as the new Executive Director of Investorside, he was the CEO/President of MarketPicture, a consulting practice to financial service and asset management organizations. With over 30 years of Wall Street experience, Pat held management positions with Smith Barney, Kidder Peabody, UBS/PaineWebber and Independent Research firm, Precursor.
Pat is a graduate (B.B.A. Accounting) of the University of South Florida-Tampa and holds NASD Series 7, 9, 10, 24, 27, 55, 63, and 65 securities licenses and was formerly a Registered Investment Advisor (RIA) and Commodity Trading Advisor (CTA).
Mr. Shea can be reached at pshea@investorside.org and telephone (877- 834 - 4777 ).
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