Patrick Newton Email & Phone Number
Financial Advisor @ HighPoint Advisors, LLC
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Patrick Newton Location
- East Syracuse, NY, US
Patrick Newton Work
- 2013 -now Financial Advisor @
- 2013 -now Financial Advisor @
- 2011 -2016 Distributor and Wholesaler @
- 2011 -2012 Investment Professional @ IBN Financial
- 2010 -2011 Former Owner @ Earthtones Coffee House
- 2003 -2010 Operations Manager @ Wealth Resources Network
Patrick Newton Education
- Saint John Fisher College
BS (Management, Financial Planning)
1998-2000 - Onondaga Community College
Associates (Business Administration)
1996-1998 - Webster High School
Regents (Business)
1992-1996
Patrick Newton Skills
- Special Needs Trusts
- 403(b) Plans
- Savings & Investments
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Life Insurance
- Disability Insurance
- Insurance
- Investments
- Team Building
- Financial Advisory
- Financial Planning
- Customer Service
- Health Insurance
- Long-term Care
- Portfolio Management
- Management
- Small Business
- Strategic Planning
- Finance
- Sales
- New Business Development
- Coaching
- Entrepreneurship
- Training
- Employee Benefits
- Sales Operations
- Series 7
- Securities
- Long Term Care Insurance
- Start-ups
- Fixed Annuities
- Leadership Development
- Series 6
- Leadership
- Mutual Funds
- 401k
- Social Media
- Sales Management
- Public Speaking
- Marketing
- Variable Annuities
- Social Networking
- Start Ups
- Logistics
- 403B Preferred Provider
- Supply Chain Management
- See 29+See Less
- Financial Services
- Long Term Care
- Financial Analysis
- School Districts
- 401k Rollovers
- Strategic Financial
- Nea Retirement Planner
- FINRA
Patrick Newton Summary
- Patrick Newton, based in East Syracuse, NY, US, is currently a Financial Advisor at HighPoint Advisors, LLC. Patrick Newton brings experience from previous roles at LPL Financial, Send Out Cards, IBN Financial and Earthtones Coffee House. Patrick Newton holds a 1998 - 2000 BS in Management, Financial Planning @ Saint John Fisher College. With a robust skill set that includes Special Needs Trusts, 403(b) Plans, Savings & Investments, Retirement Planning, Retirement and more. Patrick Newton has 4 emails and 4 mobile phone numbers on RocketReach.
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