Joe Patterson Email & Phone Number
Financial Planner and Shareholder @ Foster & Motley, Inc.
5 free lookup(s).
Joe Patterson Location
- Cincinnati, OH, US
Joe Patterson Work
- 2015 -now Financial Planner and Shareholder @
- 2006 -2015 Portfolio Manager @
- 2004 -2006 Senior Client Support Associate @ Fidelity
- 2004 -2004 Financial Planning Intern @ Foster & Motley, Inc.
Joe Patterson Education
- Xavier University
Executive Certificate In Financial Planning
2012-2012 - Xavier University
B.A. (Economics, Classical Humanities)
2000-2004 - St. Xavier High School 1996-2000
Joe Patterson Skills
- Estate Planning
- PowerPoint
- Fixed Income
- Budget
- Sales
- Portfolio Management
- Investments
- Bloomberg
- Commercial Litigation
- Finance
- Morningstar
- Asset Managment
- Wealth Management
- Equities
- Equity Research
- Microsoft Office
- Strategic Financial Planning
- Bloomberg Terminal
- Microsoft Excel
- Financial Analysis
- Project Management
- Certified Financial Planner
Joe Patterson Summary
- Joe Patterson, based in Cincinnati, OH, US, is currently a Financial Planner and Shareholder at Foster & Motley, Inc.. Joe Patterson brings experience from previous roles at Johnson Investment Counsel, Fidelity and Foster & Motley, Inc.. Joe Patterson holds a 2012 - 2012 Executive Certificate In Financial Planning @ Xavier University. With a robust skill set that includes Estate Planning, PowerPoint, Fixed Income, Budget, Sales and more. Joe Patterson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Foster & Motley, Inc. Employees
Larry Bernhard
Chief Compliance Officer and Office Manager
Cincinnati, OH, US
David Nienaber
Financial Planner and Shareholder
Cincinnati, OH, US
Joe Patterson
Financial Planner and Shareholder
Cincinnati, OH, US
Mark Motley
Investment Manager and Shareholder
Cincinnati, OH, US
John Melville
Investment Manager
Cincinnati, OH, US
Luke Hail
Financial Planner and Shareholder
Cincinnati, OH, US
Lindsey Keith
Director of Operations
Cincinnati, OH, US
Ryan Pollock
Tax Director
Erlanger, KY, US
Elizabeth Green
Investment Manager and Shareholder
Cincinnati, OH, US
Zach Horn
Managing Partner and President, Investment Manager and Shareholder
Cincinnati, Ohio, United States
J. English
Investment Manager and Shareholder
Cincinnati, OH, US
Rachel Rasmussen
Investment Manager and Shareholder
Cincinnati, OH, US
Betsy Wolking
Director of Marketing and Communications
Fort Mitchell, KY, US
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