Eric Patton Location
- Denver, CO, US
Eric Patton Work
- 2024 - now Senior Vice President @ OneDigital | SRG
- 2022 - now Chief Financial Officer @ WealthSource Partners, LLC
- 2016 - 2022 COO @ WealthSource Partners, LLC
- 2009 - 2021 Chief Financial Officer @ Avant-Garde Wealth
- 2014 - 2021 CFO and Partner @
- 2009 - 2016 Chief Compliance Officer @ Avant-Garde Advisors
- 2006 - 2009 Investment Advisor Representative @ New England Financial
- 2002 - 2006 Network Engineer @ College Park
Eric Patton Education
- University of Wyoming
Bachelor of Science (Economics, Business, Finance)
2001 - 2005
Eric Patton Skills
- Managerial Finance
- Commercial Litigation
- Alternative Investments
- Start Ups
- Portfolio Management
- High Net Worth Individuals
- Strategic Financial Planning
- Securities
- Wealth Management
- Due Diligence
- Investments
- Asset Management
- Finance
- Compliance
- Investment Advisory
- Financial Analysis
- CRM
- Mutual Funds
- Equities
- Investment Management
- Financial Accounting
Eric Patton Summary
- Eric Patton, based in Denver, CO, US, is currently a Senior Vice President at OneDigital | SRG. Eric Patton brings experience from previous roles at WealthSource Partners, LLC, Avant-Garde Wealth and Cars Helping Charities Inc. Eric Patton holds a 2001 - 2005 Bachelor of Science in Economics, Business, Finance @ University of Wyoming. With a robust skill set that includes Managerial Finance, Commercial Litigation, Alternative Investments, Start Ups, Portfolio Management and more. Eric Patton has 1 emails and 1 mobile phone numbers on RocketReach.
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