David Patelson's Location
Santa Monica, CA, US
David Patelson's Work
- Owner @ PACIFIC CAPITAL
- Financial Services @ Waddell & Reed
- Manager, Group Products @ AIG
- Guaranteed Investment Contract Specialist @ Canada Life Assurance Company
- Account Executive @ Margill Capital Management
David Patelson's Education
- Arizona State University
Bachelor of Arts (B.A.) (Organizational Communication, General)
1985 - 1988
David Patelson's Skills
- Portfolio Management
- Investments
- Management
- Financial Analysis
- Financial Services
- Derivatives
- Finance
- Program Management
- Forecasting
- Operations Management
David Patelson's Summary
David Patelson, based in Santa Monica, CA, US, is currently a Owner at Pacific Capital Consulting, bringing experience from previous roles at Waddell & Reed, AIG, Canada Life Assurance Company and Margill Capital Management. David Patelson holds a 1985 - 1988 Bachelor of Arts (B.A.) in Organizational Communication, General @ Arizona State University. With a robust skill set that includes Portfolio Management, Investments, Management, Financial Analysis, Financial Services and more, David Patelson contributes valuable insights to the industry. David Patelson has 3 emails on RocketReach.
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