Director, Client Portfolio Management @ (March 2019 - February 2023)
Analyst, Client Portfolio Management @ (July 2016 - February 2019)
Intern, Client Portfolio Management @ (June 2015 - August 2015)
Wealth Management Intern @ (June 2014 - August 2014)
Charles Patton Education
Wake Forest University
Bachelor's Degree (Finance)
2012-2016
Regis High School
High School
2008-2012
Charles Patton Summary
Charles Patton, based in New York, NY, US, is currently a Senior Director, Client Portfolio Management at Nuveen, a TIAA company. Charles Patton brings experience from previous roles at Nuveen, a TIAA company, TIAA-CREF and UBS. Charles Patton holds a 2012 - 2016 Bachelor's Degree in Finance @ Wake Forest University. Charles Patton has 1 emails and 1 mobile phone numbers on RocketReach.
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