Aaron Patterson's Location
Philadelphia, PA, US
Aaron Patterson's Work
- Vice President, Wealth Manager @ BNY Mellon Wealth Management
- Vice President, Investment Advisor @ Wilmington Trust
- Assistant Vice President, Senior Investment Associate @ Wilmington Trust
- Wealth Management Associate @ Wilmington Trust
- Information Center Specialist @ University of Pennsylvania
- Financial Services Intern @ MassMutual Greater Philadelphia
- Customer Service Representative @ CVS Health
Aaron Patterson's Education
- University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.) in Economics (Concentration in Finance, Minor in Hispanic Studies)
2011 - 2015 - Passed Level I of the CFA Program
- Universidad Torcuato di Tella
- Wissahickon High School2007 - 2011
Aaron Patterson's Skills
- Microsoft Word
- JMP
- PowerPoint
- Customer Service
- Management
- Access
- Teamwork
- Data Analysis
- Event Planning
- Leadership
Aaron Patterson's Summary
Aaron Patterson, based in Philadelphia, PA, US, is currently a Vice President, Wealth Manager at BNY Mellon Wealth Management, bringing experience from previous roles at Wilmington Trust and University of Pennsylvania Residential Services. Aaron Patterson holds a 2011 - 2015 Bachelor of Science (B.S.) in Economics in Concentration in Finance, Minor in Hispanic Studies @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Microsoft Word, JMP, PowerPoint, Customer Service, Management and more, Aaron Patterson contributes valuable insights to the industry. Aaron Patterson has 2 emails and 1 mobile phone number on RocketReach.
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