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 @
- 2017 - 2019 Wealth Advisor @
- 2014 - 2017 Vice President, Financial Consultant - UHNW Family Financial Consultant @
- 2011 - 2014 Financial Consultant @
- 2009 - 2011 Participant Service Associate @
- 2009 - 2009 Erisa Compliance Analyst @
- 2008 - 2009 Intern @
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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