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

2019 - now Regional Business Development Manager | Investment Advisor @ Capital Investment Advisors
2017 - 2019 Wealth Advisor @ Merrill Lynch
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2014 - 2017 Vice President, Financial Consultant - UHNW Family Financial Consultant @ Charles Schwab

2011 - 2014 Financial Consultant @ Charles Schwab
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2009 - 2011 Participant Service Associate @ Charles Schwab
2009 - 2009 Erisa Compliance Analyst @ Charles Schwab
2008 - 2009 Intern @ Charles Schwab

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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

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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.

Chris Pataky Emails

Found 2 emails

Chris Pataky Phone Numbers

Found 1 phone numbers

440610XXXX

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