Patrick Jeffs-Catone Location
- Anaheim, CA, US
Patrick Jeffs-Catone Work
- 2025 -now Equity Partner @
- 2013 -now Founder and Chief Compliance Officer and OSJ @
- 2019 -now Founder @ Golden State Insurance Services, LLC
- 2017 -now Founder and Chief Compliance Officer @ Golden State Equity Partners, LLC
- 2018 -now Founder and Chief Compliance Officer @ Golden State Asset Management, LLC
- 2010 -now Compliance Support and Investment Advice @
- 2009 -2012 Financial Account Executive @ Raymond James Financial Services, Inc
- 2009 -2009 Showroom Coordinator @
- 2005 -2009 Real Estate Executive Assistant and Office Man @ MPL RE, Inc.
Patrick Jeffs-Catone Education
- California State University, Fullerton
B.A. (Communications / Advertising)
2005-2008
Patrick Jeffs-Catone Skills
- Management
- Event Planning
- Research
- Public Speaking
- Financial Analysis
- Financial Planning
- Real Estate
- Outlook
- Retirement Planning
- Retail
- Banking
- Alternative Investments
- Microsoft Word
- Marketing
- Investments
- Asset Management
- Negotiation
- Fixed Annuities
- Finance
- Community Outreach
- Insurance
- Account Management
- Press Releases
Patrick Jeffs-Catone Summary
- Patrick Jeffs-Catone, based in Anaheim, CA, US, is currently a Equity Partner at Ascentis. Patrick Jeffs-Catone brings experience from previous roles at Golden State Wealth Management, LLC, Golden State Insurance Services, LLC, Golden State Equity Partners, LLC and Golden State Asset Management, LLC. Patrick Jeffs-Catone holds a 2005 - 2008 B.A. in Communications / Advertising @ California State University, Fullerton. With a robust skill set that includes Management, Event Planning, Research, Public Speaking, Financial Analysis and more. Patrick Jeffs-Catone has 4 emails and 1 mobile phone numbers on RocketReach.
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