Chris Pataky Email & Phone Number
Regional Business Development Manager | Investment Advisor @ Capital Investment Advisors
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Chris Pataky Location
- Denver, CO, US
Chris Pataky Work
- Regional Business Development Manager | Investment Advisor @ (March 2019 - Present)
- Wealth Advisor @ (September 2017 - March 2019)
- Vice President, Financial Consultant - UHNW Family Financial Consultant @ (March 2014 - September 2017)
- Financial Consultant @ (June 2011 - March 2014)
- Participant Service Associate @ (November 2009 - June 2011)
- Erisa Compliance Analyst @ (August 2009 - November 2009)
- Intern @ (May 2008 - August 2009)
Chris Pataky Education
- Kent State University
Business Administration (Finance)
2006-2010
Chris Pataky Skills
- Investments
- Series 7
- Series 63
- Defined Contribution
- Defined Benefit
- Wealth Management
- RIA
- Equity Compensation
- Private Equity
- Equities
- Securities
- Mutual Funds
Chris Pataky Summary
- Chris Pataky, based in Denver, CO, US, is currently a Regional Business Development Manager | Investment Advisor at Capital Investment Advisors. Chris Pataky brings experience from previous roles at Merrill Lynch and Charles Schwab. Chris Pataky holds a 2006 - 2010 Business Administration in Finance @ Kent State University. With a robust skill set that includes Investments, Series 7, Series 63, Defined Contribution, Defined Benefit and more. Chris Pataky has 2 emails and 1 mobile phone numbers on RocketReach.
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