Greg Patterson Email & Phone Number

CEO, Partner @ The Advisory Group of San Francisco, LLC

5 free lookup(s).

Greg Patterson Location

San Francisco, CA, US

Greg Patterson Work

2000 - now CEO, Partner @ The Advisory Group of San Francisco, LLC
2018 - now Founder @ WealthStep
2018 - now Ironman Triathlete, Team USA @ USA Triathlon

2002 - now Member @ Vistage Worldwide, Inc.

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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

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Greg Patterson Skills

Fiduciary Management
401k consulting
Retirement Planning

Investor Behavior
Foundations/Endowments
Asset Allocation
Retirement
Investment Management
Portfolio Management
Financial Advisory

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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.

Greg Patterson Emails

Found 3 emails

Greg Patterson Phone Numbers

Found 6 phone numbers

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Others Named Greg Patterson

Greg Patterson

Managing Director at Silver Point Capital, L.P.

New York, NY, US
3
- silverpointcapital.com
- gmail.com
- onec1.com
2
- +1 203-542-XXXX
- +1 630-229-XXXX
Greg Patterson

Partner at Simplicity Group

Raleigh, NC, US
1
- simplicitygroup.com
5+
- +1 919-781-XXXX
- +1 919-844-XXXX
- +1 919-844-XXXX
- +1 919-231-XXXX
- +1 919-653-XXXX
- +1 919-624-XXXX
Greg Patterson

Vice President - Manufacturing at Electron Beam Technologies Inc

Chicago, IL, US
2
- hotmail.com
- electronbeam.com
3
- +1 815-936-XXXX
- +1 815-370-XXXX
- +1 773-307-XXXX

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Top The Advisory Group of San Francisco, LLC Employees

Greg Patterson

CEO, Partner at The Advisory Group of San Francisco, LLC

San Francisco, CA, US
3
- advisorygroupsf.com
- hotmail.com
- usatriathlon.org
5+
- +1 510-644-XXXX
- +1 415-705-XXXX
- +1 415-891-XXXX
- +1 415-977-XXXX
- +1 864-488-XXXX
- +1 530-581-XXXX
Eric Sousa

Reporting and Data Manager at The Advisory Group of San Francisco, LLC

San Francisco, CA, US
1
- advisorygroupsf.com
2
- +1 707-246-XXXX
- +1 707-647-XXXX
Kyle Dodson

Associate Wealth Advisor at The Advisory Group of San Francisco, LLC

Dayton, OH, US
2
- advisorygroupsf.com
- gmail.com
2
- +1 407-229-XXXX
- +1 937-689-XXXX

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