Patrick Chevalier's Location
Houston, Texas, United States
Patrick Chevalier's Work
- Wealth Advisor @ Roberts Wealth Management
- Financial Advisor @ Edward Jones
- Financial Advisor Trainee @ Edward Jones
- Department Manager AA @ H-E-B
Patrick Chevalier's Education
- The University of Texas at Austin
Certified Financial Planner Professional Education Program (Accounting and Finance)
2021 - 2022 - University of Houston-Downtown
Bachelor's Degree (Finance and Financial Management Services)
2015 - 2018 - Houston Community College
Associate of Arts - AA (General Studies)
2010 - 2013
- College for Financial Planning
Finance and Financial Management Services
Patrick Chevalier's Skills
- Leadership
- Team Building
- Sales
- Forecasting
- Competitive Analysis
- Customer Service Management
- Standards Compliance
- Analytical Reasoning
- Performance Reviews
- Engaging People
Patrick Chevalier's Summary
Patrick Chevalier, based in Houston, Texas, United States, is currently a Wealth Advisor at Roberts Wealth Management, bringing experience from previous roles at Edward Jones and H-E-B. Patrick Chevalier holds a 2021 - 2022 Certified Financial Planner Professional Education Program in Accounting and Finance @ The University of Texas at Austin. With a robust skill set that includes Leadership, Team Building, Sales, Forecasting, Competitive Analysis and more, Patrick Chevalier contributes valuable insights to the industry. Patrick Chevalier has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Patrick Chevalier you were looking for?
Find contact details for 700 million professionals.
Others Named Patrick Chevalier
-
12
-
21
-
View
Patrick Chevalier
Directeur commercial et développement at AXONE-CT, Groupe AXIS
Lyon, Auvergne-Rhône-Alpes, France11 -
55+
People Like Patrick Chevalier
-
12
-
21
-
25
-
1
-
2
-
21
-
25+
Top Roberts Wealth Management Employees
-
22
-
31
-
11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
