Jack Patterson Email & Phone Number
Wealth Advisor and Portfolio Manager @ Summit Financial Solutions
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Jack Patterson Location
- Scottsdale, AZ, US
Jack Patterson Work
- 2025 -now Wealth Advisor and Portfolio Manager @
- 2023 -2024 Associate @
- 2022 -2023 Associate Financial Advisor and Director of Investment Operations @
- 2021 -2022 Financial Advisor @
- 2019 -2021 Financial Representative @
- 2019 -2019 Office Assistant @
- 2018 -2019 Peer Advisor @
- 2018 -2018 Account Manager @
Jack Patterson Education
- Arizona State University - W. P. Carey School of Business
Dual B.S. in Finance & Data Analytics
2017-2021 - Hamilton High School 2013-2017
Jack Patterson Summary
- Jack Patterson, based in Scottsdale, AZ, US, is currently a Wealth Advisor and Portfolio Manager at Summit Financial Solutions. Jack Patterson brings experience from previous roles at Dimensional Fund Advisors and Northwestern Mutual. Jack Patterson holds a 2017 - 2021 Dual B.S. in Finance & Data Analytics @ Arizona State University - W. P. Carey School of Business. Jack Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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