Office Services Manager @ (October 2015 - October 2016)
Consumer Service Advocate @ (October 2014 - October 2015)
Consumer Advocate @ (October 2014 - October 2015)
Senior Client Services @ (May 2005 - October 2014)
Senior Client Services Representative @ (May 2005 - October 2014)
Eric Patterson Education
Paul Mitchell The School Indianapolis
License (Cosmetology/Cosmetologist, General)
2019-2021
Indiana University Indianapolis
Political Science and Government
IUPUI
Bachelor of Arts
Paul Mitchell the School NYC
Eric Patterson Skills
100% Financing
504 Plans
Accounts Payable & Receivable
Alternative Investments
Annual Reports
Asset Allocation
Asset Management
Business Process Improvement
Claim Investigation
Client Services Management
Communication
Customer Education
Customer Service
Documentation
Easily Adaptable
Equities
Establishing Priorities
Establishing Relationships
Financial Services
Fixed Income
Fusion
Investments
Invoicing
Knowledge Discovery
Maintenance Managers
Meeting Facilitation
Microsoft Excel
Mutual Funds
Office Administration
Portfolio Management
Retirement Planning
Retirement Services
Root Cause Analysis
Schedules of Condition
Securities
Service Quality
Small and Medium-Sized Enterprises (SME)
Standards Alignment
Team Alignment
Training & Development
Training Course Development
Training Facilitation
User Training
Wealth Management
Year-End Accounting
Yellow Belt
Yellow Belt Certification
Eric Patterson Summary
Eric Patterson, based in Indianapolis, IN, US, is currently a Lead Recordkeeper at VOYA. Eric Patterson brings experience from previous roles at OneAmerica, Poynter Sheet Metal and Anthem, Inc.. Eric Patterson holds a 2019 - 2021 License in Cosmetology/Cosmetologist, General @ Paul Mitchell The School Indianapolis. With a robust skill set that includes 100% Financing, 504 Plans, Accounts Payable & Receivable, Alternative Investments, Annual Reports and more. Eric Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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