If you need more lookups,
subscriptions start at $34 USD/month.
Pat Dunn Location
Denver, CO, US
Pat Dunn Work
Senior Director of Customer Experience | Head of Conciege Services @ (March 2026 - Present)
Founder and Developer @ (March 2026 - Present)
Director of Customer Experience @ (February 2023 - March 2026)
Head of Supervision, QA, Executive Office, Operational Controls @ (October 2022 - February 2023)
Director of Customer Experience | Head of Core Brokerage @ (January 2022 - September 2022)
Senior Manager of Customer Experience @ (January 2021 - January 2022)
Regional Director | Ohio Valley @ (February 2018 - January 2021)
Regional Director (Acquired by TD Ameritrade) @ (July 2013 - February 2018)
Assistant Branch Administration Manager | East Division @ (October 2011 - July 2013)
Senior Traveling Manager | National Service Center @ (April 2010 - October 2011)
Stockbroker | National Service Center, St. Louis, and Boulder Locations @ (May 2007 - April 2010)
Branch Intern @ (May 2006 - May 2007)
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 Velo Summit Ventures and 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 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Pat Dunn?
Find contact details for 700 million professionals.