John Patterson Email & Phone Number
Senior Vice President @ Wealth Enhancement Group
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John Patterson Location
- Charlotte, NC, US
John Patterson Work
- 2021 -now Senior Vice President @
- 1986 -2021 EVP @
John Patterson Education
- Lehigh University
Master of Business Administration - MBA (Finance, General)
1978-1980 - Duke University
Bachelor's degree (Management Science/Accounting)
1974-1978
John Patterson Skills
- Investment Management
- Asset Allocation
- Investments
- Asset Management
- Portfolio Management
- Strategic Financial Planning
- Series 7
- Asset Managment
- Retirement Planning
- Series 63
- Securities
- Investment Strategies
- Wealth Management
- Mutual Funds
- Business Planning
- Bloomberg
- Financial Planning
- Microsoft Office
- Marketing Strategy
- Strategic Financial
- Team Building
- Leadership
John Patterson Summary
- John Patterson, based in Charlotte, NC, US, is currently a Senior Vice President at Wealth Enhancement Group. John Patterson brings experience from previous roles at Carroll Financial Associates. John Patterson holds a 1978 - 1980 Master of Business Administration - MBA in Finance, General @ Lehigh University. With a robust skill set that includes Investment Management, Asset Allocation, Investments, Asset Management, Portfolio Management and more. John Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Wealth Enhancement Group Employees
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David Carlson
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Steven Kaye
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