Patrick Reed Email & Phone Number
Vice President, Wealth Advisor @ J.P. Morgan
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Patrick Reed Location
- Santa Barbara, CA, US
Patrick Reed Work
- Vice President, Wealth Advisor @ (December 2024 - Present)
- Investment Associate @ (July 2023 - November 2024)
- Client Relationship Analyst @ First Republic Private Wealth Management (January 2023 - July 2023)
- Senior Registered Client Service Associate @ First Republic Private Wealth Management (February 2020 - January 2023)
- Client Service Associate @ First Republic Private Wealth Management (February 2018 - February 2020)
- Investment Adviser Representative @ (July 2015 - February 2018)
Patrick Reed Education
- Franciscan University of Steubenville
Bachelor's Degree (Science, Business, Finance)
2011-2015 - St. John's Jesuit High School & Academy
High School
2007-2011
Patrick Reed Skills
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- Team Building
- Social Media
- Research
- Public Speaking
- Corporate Finance
- Financial Accounting
- Economics
- Finance
- Valuation
- Loans
- Financial Modeling
- Due Diligence
- PowerPoint
- Microsoft Excel
- Teamwork
- Equities
- Team Leadership
- Banking
- Data Analysis
- Real Estate
- Real Estate Economics
- Real Estate Financing
- Financial Advisory
- Independent Financial Advice
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Helping Clients
- Customer Relationship Management
- Asset Allocation
- Financial Services
- Wealth Management
- Asset Management
- Financial Analysis
- 401 Retirement Savings Plans
Patrick Reed Summary
- Patrick Reed, based in Santa Barbara, CA, US, is currently a Vice President, Wealth Advisor at J.P. Morgan. Patrick Reed brings experience from previous roles at J.P. Morgan and First Republic Private Wealth Management. Patrick Reed holds a 2011 - 2015 Bachelor's Degree in Science, Business, Finance @ Franciscan University of Steubenville. With a robust skill set that includes Leadership, Microsoft Office, Management, Microsoft Word, Team Building and more. Patrick Reed has 1 emails and 1 mobile phone numbers on RocketReach.
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