Press Releases

Learn about our latest milestones and business engagements.

August 3, 2015

Patrick Bellot Earns His Series 79 Investment Banking License

Patrick Bellot Earns Series 79 Investment Banking License

Phoenix is proud to announce that Patrick Bellot, Analyst with Phoenix Management Services and Phoenix Capital Resources, has earned his Series 79 to become a Licensed Investment Banking Representative with FINRA. Patrick will be assisting Senior Managing Directors and Investment Banking clients on a broad array of transactions. As a licensed professional, his new responsibilities with Phoenix Capital Resources will include developing financial models, providing financial analysis, conducting market research, and identifying potential sources of capital buyers and sellers. Patrick is a Cum Laude graduate from Suffolk University with a B.A. in Finance.

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