Debra Patterson Email & Phone Number
Financial Advisor @ Summit Advisory Group
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Debra Patterson Location
- North Carolina, United States
Debra Patterson Work
- Financial Advisor @ (October 2017 - Present)
- Managing Director @ (February 2015 - October 2017)
- District Manager @ (October 2010 - February 2015)
- Managing Director @ (January 2007 - August 2009)
- Vice President of Product Development and Marketing Communications @ RBC Liberty Insurance (January 2000 - January 2004)
- National Director of Strategic Initiatives @ Prudential Insurance & Financial Services (January 1992 - January 2000)
Debra Patterson Education
- North Greenville University
Finance/Mathematics
Debra Patterson Skills
- Annuities
- Business Needs Analysis
- Capital Accumulation
- Financial Strategies
- Investments
- Life Insurance
- Retirement Planning
- Leadership
- Team Building
- Insurance
- Sales
- Finance
- Microsoft Office
- Marketing
- Microsoft Excel
- Disability Insurance
- Management
- Project Management
- Coaching
- Term Life Insurance
- Servant Leader
- Retirement
- Motions
- LexisNexis
- Litigation
- Defense
- Trials
- Verbal and Written Communication Skills
- Pleadings
- Legal Assistance
- Legal Writing
- Communication
- Westlaw
- Calender
- Notary Public
- Legal Research
- Registered Paralegal
- Depositions
- Trial Paralegal
- Solid computer skills
- Lexis/Nexis
Debra Patterson Summary
- Debra Patterson, based in North Carolina, United States, is currently a Financial Advisor at Summit Advisory Group. Debra Patterson brings experience from previous roles at Summit Advisory Group, Western & Southern Financial Group, Prudential Financial and RBC Liberty Insurance. Debra Patterson holds a Finance/Mathematics @ North Greenville University. With a robust skill set that includes Annuities, Business Needs Analysis, Capital Accumulation, Financial Strategies, Investments and more. Debra Patterson has 3 mobile phone numbers on RocketReach.
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