Patrick Jeffs-Catone Email & Phone Number
Equity Partner @ Ascentis
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick Jeffs-Catone Location
- Anaheim, CA, US
Patrick Jeffs-Catone Work
- Equity Partner @ (August 2025 - Present)
- Founder and Chief Compliance Officer and OSJ @ (February 2013 - Present)
- Founder @ Golden State Insurance Services, LLC (November 2019 - Present)
- Founder and Chief Compliance Officer @ Golden State Equity Partners, LLC (October 2017 - Present)
- Founder and Chief Compliance Officer @ Golden State Asset Management, LLC (November 2018 - Present)
- Compliance Support and Investment Advice @ (January 2010 - Present)
- Financial Account Executive @ Raymond James Financial Services, Inc (November 2009 - June 2012)
- Showroom Coordinator @ (May 2009 - September 2009)
- Real Estate Executive Assistant and Office Man @ MPL RE, Inc. (October 2005 - May 2009)
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.
Looking for a different Patrick Jeffs-Catone?
Find contact details for 700 million professionals.
Top Ascentis Employees
Max Rockwell
Director of Investments
Nashville, TN, US
Carter Wiles
Director of Finance
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co