Christopher Patterson Email & Phone Number
Branch Manager, First Vice President and Investments - Stifel @ Stifel Financial Corp.
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Christopher Patterson Location
- Chicago, IL, US
Christopher Patterson Work
- 2019 -now Branch Manager, First Vice President and Investments - Stifel @
- 2009 -2019 First Vice President - Investments, Senior Fundamental Choice Portfolio Manager @
- 2002 -2009 Financial Advisor @
Christopher Patterson Education
- Northern Illinois University
Christopher Patterson Skills
- IRA Rollovers
- 401(k) Rollovers
- Financial Advisory
- Fixed Income Strategies
- Advisory Products
- Municipal Bonds
- Tax-Efficient Stratgies
- Annuities
- Retirement
- Retirement Income Strategies
- Retirement Plan Consulting
- Asset Allocation
- Business Owner Planning
- Business Succession Planning
- Concetrated Stock Management
- Deferred Compensation Plans
- Estate Investment Planning
- Financial Analysis
- Financial Services
- Life Insurance
- Investment Planning
- Investment Strategies
- Investments
- Multigenerational Wealth Planning
- Retirement Planning
- Risk Management
- Securities
- Stock Analysis
- Wealth Preservation Planning
- 401k Rollovers
- Tax Efficient Stratgies
- Strategic Planning
- Process Improvement
- Business Development
- 401 Rollovers
Christopher Patterson Summary
- Christopher Patterson, based in Chicago, IL, US, is currently a Branch Manager, First Vice President and Investments - Stifel at Stifel Financial Corp.. Christopher Patterson brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley. Christopher Patterson holds a Northern Illinois University. With a robust skill set that includes IRA Rollovers, 401(k) Rollovers, Financial Advisory, Fixed Income Strategies, Advisory Products and more. Christopher Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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