Greg Patterson Email & Phone Number
CEO, Partner @ The Advisory Group of San Francisco, LLC
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Greg Patterson Location
- San Francisco, CA, US
Greg Patterson Work
- 2000 -now CEO, Partner @
- 2018 -now Founder @
- 2018 -now Ironman Triathlete, Team USA @
- 2002 -now Member @
Greg Patterson Education
- University of California, Berkeley, Haas School of Business
MBA
1998-2000 - University of California, Davis
BA
1987-1992 - Universidad Complutense de Madrid
Education Abroad Program
1990-1991 - Campolindo High School
Greg Patterson Skills
- Fiduciary Management
- 401k consulting
- Retirement Planning
- Investor Behavior
- Foundations/Endowments
- Asset Allocation
- Retirement
- Investment Management
- Portfolio Management
- Financial Advisory
- Investor Education
- 401k
- Endowment Spending Policy
- Investments
- Wealth Management
- UPMIFA
- Asset Management
- Alternative Investments
- Strategy
- Start-ups
Greg Patterson Summary
- Greg Patterson, based in San Francisco, CA, US, is currently a CEO, Partner at The Advisory Group of San Francisco, LLC. Greg Patterson brings experience from previous roles at WealthStep, USA Triathlon and Vistage Worldwide, Inc.. Greg Patterson holds a 1998 - 2000 MBA @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Fiduciary Management, 401k consulting, Retirement Planning, Investor Behavior, Foundations/Endowments and more. Greg Patterson has 3 emails and 1 mobile phone numbers on RocketReach.
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