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Jeffrey Patten Location
United States
Jeffrey Patten Work
2025 -now Financial Advisor @
2024 -2025 Financial Advisor @
2021 -2024 Premier Banker, Vice President @
2019 -2021 Premier Banker, Vice President @
2017 -2018 Senior Premier Banker, Vice President @
2015 -2017 Financial Center Manager, Assistant Vice President @
2011 -2015 Financial Sales Consultant II @
2008 -2011 Personal Banker @
2006 -2007 Return to Vendor @
2006 -2006 Assistant Manager @
2005 -2006 Client Service Supervisor @
Jeffrey Patten Education
Northern Illinois University
Bachelor of Science - BS
2000-2004
Jeffrey Patten Skills
Leadership
Financial Advisory
Home Equity Lines of Credit
Team Building
Banking
Lines of Credit
Business Relationship Management
Credit Cards
Retail
Retirement Planning
Sales
Cold Calling
Loan Origination
Mortgage Banking
Cross Selling
Relationship Management
Mortgage Lending
Refinance
Finance
401k
Home Equity Loans
Financial Services
Commercial Banking
Sales Management
Risk Management
Credit
Consumer Lending
Customer Service
Financial Analysis
Management
Coaching
Credit Analysis
Retail Banking
Retirement
Small Business Lending
Loans
Commercial Lending
Jeffrey Patten Summary
Jeffrey Patten, based in United States, is currently a Financial Advisor at Oxford Advisory Group. Jeffrey Patten brings experience from previous roles at Walser Wealth Management, Truist, SunTrust and BMO Harris Bank. Jeffrey Patten holds a 2000 - 2004 Bachelor of Science - BS @ Northern Illinois University. With a robust skill set that includes Leadership, Financial Advisory, Home Equity Lines of Credit, Team Building, Banking and more. Jeffrey Patten has 2 emails and 1 mobile phone numbers on RocketReach.
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