David Patchen Email & Phone Number
Executive in Residence @ Concurrent
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David Patchen Location
- United States
David Patchen Work
- 2025 - now Executive in Residence @
- 2024 - now Independent Consultant @ Self-employed
- 2013 - 2024 Senior Vice-President, PCG Education and Practice Management @
- 2003 - 2013 Regional Director @ Raymond James Financial Services
- 1998 - 2003 Vice President - Business Development @ Raymond James Financial Services
David Patchen Education
- Indiana University of Pennsylvania
BS (Business Administration)
1982 - 1986 - University of Florida - Warrington College of Business
David Patchen Skills
- Series 7
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Series 24
- Strategic Financial Planning
- Investments
- Series 63
- Securities
- Uniform Combined State Law
- 401k
- FINRA
- Estate Planning
- Alternative Investments
- Asset Managment
- Financial Services
- IRAs
- Financial Planners
- Series 65
- Asset Management
- Financial Planning
- Finance
- Services
- Microsoft Office
- Research
- Microsoft Excel
- JavaScript
- Public Speaking
- Business Analysis
David Patchen Summary
- David Patchen, based in United States, is currently a Executive in Residence at Concurrent. David Patchen brings experience from previous roles at Self-employed, Raymond James Financial Inc. and Raymond James Financial Services. David Patchen holds a 1982 - 1986 BS in Business Administration @ Indiana University of Pennsylvania. With a robust skill set that includes Series 7, Investment Advisory, Asset Allocation, Financial Advisory, Series 24 and more. David Patchen has 2 emails and 2 mobile phone numbers on RocketReach.
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