Emily Pattee's Location
Chicago, IL, US
Emily Pattee's Work
- Relationship Manager @ Oxford Financial Group, Ltd.
- Associate Private Wealth Advisor @ Northwestern Mutual
- Senior Registered Associate @ Morgan Stanley
- Financial Advisor @ New England Financial
- Nanny @ Independent
Emily Pattee's Education
- Kansas State University
Bachelor of Science (Education)
2005 - 2009 - Palatine High School
Emily Pattee's Skills
- Estate Planning
- Portfolio Management
- Investment Strategies
- ETFs
- Asset Allocation
- Equity Trading
- Retirement Planning
- Client Relations Skills
- Wealth Accumulation Strategies
Emily Pattee's Summary
Emily Pattee, based in Chicago, IL, US, is currently a Relationship Manager at Oxford Financial Group, Ltd., bringing experience from previous roles at Northwestern Mutual, Morgan Stanley, New England Financial and Independent. Emily Pattee holds a 2005 - 2009 Bachelor of Science in Education @ Kansas State University. With a robust skill set that includes Estate Planning, Portfolio Management, Investment Strategies, ETFs, Asset Allocation and more, Emily Pattee contributes valuable insights to the industry. Emily Pattee has 2 emails on RocketReach.
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