2017 -
2022 Vice President of Advisor Development @
2016 -
2022 Retirement Income Specialist | VP of Advisor Development @
2011 -
2017 Sales Representative @
2016 -
2016 Financial Representative @
2009 -
2011 Merchandiser @
2008 -
2009 Sales Representative @ Small Business Transportation
Aaron Patten Education
St. Joseph's College (IN)
Bachelor of Business Administration (B.B.A.) (Finance, General)
2004
-
2007
Aaron Patten Skills
Tax Planning
Planning Advice
Financial Planning Software
Analyzer
Financial Services
Life Insurance
Disability Insurance
Finance
Insurance
Marketing
Sales Management
Marketing Strategy
Budgets
Business Development
Account Management
Social Media
Salesforce.com
Microsoft PowerPoint
Microsoft Excel
Cold Calling
Time Management
Sales Presentations
Building Relationships
Leadership
Management
Customer Service
Key Person Insurance
New Business Development
Buy-sell Agreements
Long Term Care Insurance
Aaron Patten Summary
Aaron Patten, based in Chicago, IL, US, is currently a Investment Advisor at Redhawk Wealth Advisors, Inc.. Aaron Patten brings experience from previous roles at Patten Financial Group LLC, Murphy Wealth Management, @properties and Turn Key Producer's Group. Aaron Patten holds a 2004 - 2007 Bachelor of Business Administration (B.B.A.) in Finance, General @ St. Joseph's College (IN). With a robust skill set that includes Tax Planning, Planning Advice, Financial Planning Software, Analyzer, Financial Services and more. Aaron Patten has 2 emails and 1 mobile phone numbers on RocketReach.
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