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
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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