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