2010 -
2011 Senior Traveling Manager | National Service Center @
2007 -
2010 Stockbroker | National Service Center, St. Louis, and Boulder Locations @
2006 -
2007 Branch Intern @
Pat Dunn Education
Lindenwood University
Business Administration (Finance and Accounting)
2002
-
2007
Pat Dunn Skills
Certified Financial Planner
Banking
Series 63
Series 7
Securities
Mutual Funds
Investments
Customer Service
Investment Strategies
Options
Sales
Equities
Finance
Retirement Planning
Bloomberg
Series 24
Wealth Management
Financial Services
Trading
Portfolio Management
Sales Management
Fixed Income
Asset Allocation
Analysis
Financial Analysis
Microsoft Excel
Bonds
FINRA
Microsoft Office
Uniform Combined State Law
Remote Managment
Sales Management Coaching
Coaching
Financial Goals
Goal Setting
Tourism
PowerPoint
Strategic Planning
Uniform Combined State
Pat Dunn Summary
Pat Dunn, based in Denver, CO, US, is currently a Senior Director of Customer Experience | Head of Conciege Services at Robinhood. Pat Dunn brings experience from previous roles at Robinhood. Pat Dunn holds a 2002 - 2007 Business Administration in Finance and Accounting @ Lindenwood University. With a robust skill set that includes Certified Financial Planner, Banking, Series 63, Series 7, Securities and more. Pat Dunn has 5 emails and 2 mobile phone numbers on RocketReach.
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