Patrick Lefevre Email & Phone Number
Financial Advisor @ CUE Financial Group
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Patrick Lefevre Location
- Peoria, AZ, US
Patrick Lefevre Work
- Financial Advisor @ (June 2025 - Present)
- Financial Advisor @ (January 2023 - May 2025)
- Customer Experience Lead @ (January 2021 - August 2022)
- Financial Advisor @ (December 2018 - January 2021)
- Internal Wholesaler @ John Hancock Investments (September 2016 - May 2018)
- Internal Wholesaler @ (March 2014 - September 2016)
Patrick Lefevre Education
- Arizona State University
Bachelor's Degree (Business, Management, Marketing, and Related Support Services)
2002-2007
Patrick Lefevre Skills
- Sales Operations
- Customer Service
- Sales
- Sales Management
- Account Management
- Logistics
- Microsoft Excel
- Management
- Negotiation
- Transportation
- Microsoft Office
- Shipping
- Strategic Planning
- Marketing
- Pricing
- Intel
- Global Management
- Investment Management
Patrick Lefevre Summary
- Patrick Lefevre, based in Peoria, AZ, US, is currently a Financial Advisor at CUE Financial Group. Patrick Lefevre brings experience from previous roles at Merrill Lynch Wealth Management, Robinhood, USAA Financial Advisors and John Hancock Investments. Patrick Lefevre holds a 2002 - 2007 Bachelor's Degree in Business, Management, Marketing, and Related Support Services @ Arizona State University. With a robust skill set that includes Sales Operations, Customer Service, Sales, Sales Management, Account Management and more. Patrick Lefevre has 1 emails and 1 mobile phone numbers on RocketReach.
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