Patrick Harrison Email & Phone Number
Senior Financial Advisor @ CUSO Financial Services
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Patrick Harrison Location
- Portland, OR, US
Patrick Harrison Work
- 2013 -now Senior Financial Advisor @
- 2012 -2013 VP Business Development @ Ambrose Magnetics
- 2012 -2012 Vice President, Senior Private Client Advisor @
- 2010 -2012 Regional Private Banker @
- 2010 -2010 Licensed Branch Manager @
- 2006 -2010 Licensed Banker @
- 2005 -2006 Financial Representative @
Patrick Harrison Education
- University of Portland
2005 Bachelor (Business Administration; Finance)
2001-2005 - University of Portland
Finance (Investments, Accounting)
2001-2005 - Bellarmine Preparatory 1997-2001
Patrick Harrison Skills
- Series 7
- Life Insurance
- Series 6
- Series 63
- Uniform Combined State Law
- Wealth Management
- Investments
- Retirement Planning
- Commercial Lending
- Loans
- Portfolio Management
- Strategic Financial Planning
- Fixed Annuities
- Investment Strategies
- Credit
- Strategic Financial
- Services
- Uniform Combined State
Patrick Harrison Summary
- Patrick Harrison, based in Portland, OR, US, is currently a Senior Financial Advisor at CUSO Financial Services, LP. Patrick Harrison brings experience from previous roles at Ambrose Magnetics, Bank of the West and Wells Fargo Bank. Patrick Harrison holds a 2001 - 2005 2005 Bachelor in Business Administration; Finance @ University of Portland. With a robust skill set that includes Series 7, Life Insurance, Series 6, Series 63, Uniform Combined State Law and more. Patrick Harrison has 1 emails and 1 mobile phone numbers on RocketReach.
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