Jeffrey Patten Email & Phone Number
Financial Advisor @ Edward Jones
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Jeffrey Patten Location
- United States
Jeffrey Patten Work
- Financial Advisor @ (May 2026 - Present)
- Financial Advisor @ (June 2025 - January 2026)
- Financial Advisor @ (August 2024 - April 2025)
- Premier Banker, Vice President @ (February 2021 - August 2024)
- Premier Banker, Vice President @ (February 2019 - February 2021)
- Senior Premier Banker, Vice President @ (February 2017 - December 2018)
- Financial Center Manager, Assistant Vice President @ (June 2015 - February 2017)
- Financial Sales Consultant II @ (July 2011 - May 2015)
- Personal Banker @ (January 2008 - June 2011)
- Return to Vendor @ (August 2006 - December 2007)
- Assistant Manager @ (March 2006 - August 2006)
- Client Service Supervisor @ (March 2005 - March 2006)
Jeffrey Patten Education
- Northern Illinois University
Bachelor of Science - BS (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 Edward Jones. Jeffrey Patten brings experience from previous roles at Oxford Advisory Group, Walser Wealth Management, Truist and SunTrust. Jeffrey Patten holds a 2000 - 2004 Bachelor of Science - BS in 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 3 emails and 1 mobile phone numbers on RocketReach.
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