Jack Patten Email & Phone Number
Financial Planner @ Barnum Financial Group
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Jack Patten Location
- Rhode Island, United States
Jack Patten Work
- 2020 -now Financial Planner @
- 2019 -2020 Financial Services Representative @ Berling & Associates, LLC
- 2018 -2019 Director of Media @ Berling & Associates, LLC
- 2018 -2018 Advisor Scholar Intern @
- 2017 -2017 Risk Oversight Intern @
- 2017 -2017 Trading Assistant and Research Analyst Intern @ Fulcrum Securities
- 2011 -2016 Lifeguard @ Beach Lifeguard
Jack Patten Education
- Iona University
Bachelor of Business Administration - BBA (Finance, General)
2015-2019 - Westerly High School
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
2011-2015
Jack Patten Skills
- Communication
- Customer Relationship Management (CRM)
- Wealth Management
- Retirement Planning
- Sales
- Transition Planning
- Risk Management
- Leadership
- Public Speaking
- Financial Analysis
- Negotiation
- Management
- People Skills
- Research
- Customer Service
- Critical Thinking
- Networking
- Social Networking
- Collaborative Problem Solving
- Problem Solving
- PowerPoint
- Social Media
- Microsoft PowerPoint
- Loss Prevention
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Administration
- Training
- Time Management
- First Aid
- Social Media Marketing
- Interpersonal Skills
- Teamwork
- Driving Results
- Emergency Medical
- Easily Adaptable
- SPSS
Jack Patten Summary
- Jack Patten, based in Rhode Island, United States, is currently a Financial Planner at Barnum Financial Group. Jack Patten brings experience from previous roles at Berling & Associates, LLC, Barnum Financial Group and Fidelity Investments. Jack Patten holds a 2015 - 2019 Bachelor of Business Administration - BBA in Finance, General @ Iona University. With a robust skill set that includes Communication, Customer Relationship Management (CRM), Wealth Management, Retirement Planning, Sales and more. Jack Patten has 2 emails and 2 mobile phone numbers on RocketReach.
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