Joe Patterson Email & Phone Number
Financial Planner and Shareholder @ Foster & Motley, Inc.
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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 3 mobile phone numbers on RocketReach.
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