Cailey Patterson Email & Phone Number
Private Client Investment Associate
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Cailey Patterson Location
- New York, NY, US
Cailey Patterson Work
- 2026 -now Private Client Investment Associate @ J.P. Morgan
- 2024 -2026 Registered Client Service Associate @
- 2023 -2024 Team Administrator @
- 2021 -2023 Executive Director @
- 2020 -2021 Community Outreach Officer @
- 2020 -2021 Sponsorship Coordinator @
- 2020 -2021 Marketing Coordinator @
- 2022 -2022 Intern, Wealth Management @
- 2021 -2021 Intern, Wealth Management @
- 2021 -2021 Corporate Trainer @ Hype Solutions
- 2021 -2021 Account Executive @ Hype Solutions
- 2020 -2020 Deputy Finance Director @
- 2020 -2020 Senior Finance Associate @
- 2020 -2020 Finance Associate @
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.
Looking for a different Cailey Patterson?
Find contact details for 700 million professionals.
Others Named Cailey Patterson
Cailey Patterson
Customer Experience Manager
Fort Worth, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co