Cailey Patterson Email & Phone Number
Private Client Investment Associate
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Cailey Patterson Location
- New York, NY, US
Cailey Patterson Work
- Private Client Investment Associate @ J.P. Morgan (February 2026 - Present)
- Registered Client Service Associate @ (May 2024 - February 2026)
- Team Administrator @ (August 2023 - April 2024)
- Executive Director @ (April 2021 - June 2023)
- Community Outreach Officer @ (August 2020 - April 2021)
- Sponsorship Coordinator @ (August 2020 - April 2021)
- Marketing Coordinator @ (August 2020 - April 2021)
- Intern, Wealth Management @ (June 2022 - September 2022)
- Intern, Wealth Management @ (June 2021 - September 2021)
- Corporate Trainer @ Hype Solutions (February 2021 - March 2021)
- Account Executive @ Hype Solutions (February 2021 - February 2021)
- Deputy Finance Director @ (June 2020 - July 2020)
- Senior Finance Associate @ (May 2020 - June 2020)
- Finance Associate @ (May 2020 - May 2020)
Cailey Patterson Education
- University of St Andrews
Master of Arts - MA (Economics and International Relations)
2019-2023 - The Webb School
High School Diploma
2017-2019 - Deerfield Academy
High School Diploma
2014-2016
Cailey Patterson Skills
- Business Relationship Management
- Stata
- Tableau
- Public Speaking
- Finance
- Career Management
- Professional Skills
- Skilled Multi-tasker
- Teamwork
- Microsoft Office
- Problem Solving
- Performance Reviews
- Interpersonal Skills
- Communication
- Client Relations
- Outbound Sales
- Technical Proficiency
- Investment Planning
- Relationship Building
- Financial Planning
- Wealth Management Services
- Leadership
- Project Management
- Strategic Planning
- Persuasion
- Negotiation
- Marketing Strategy
- Sales
- Customer Service
Cailey Patterson Summary
- Cailey Patterson, based in New York, NY, US, is currently a Private Client Investment Associate at J.P. Morgan. Cailey Patterson brings experience from previous roles at Morgan Stanley and Saints Performance Automotive Design. Cailey Patterson holds a 2019 - 2023 Master of Arts - MA in Economics and International Relations @ University of St Andrews. With a robust skill set that includes Business Relationship Management, Stata, Tableau, Public Speaking, Finance and more. Cailey Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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