Patrick Richter Email & Phone Number
Managing Director | P and G Retirement Plan Specialist | CERTIFIED FINANCIAL PLANNER™ @ Mariner Wealth Advisors
Patrick Richter Location
Cincinnati, OH, US
Patrick Richter Work
- 2012 - now Director and Senior Wealth Advisor @ Mariner Wealth Advisors
- 2012 - now Managing Director | P and G Retirement Plan Specialist | CERTIFIED FINANCIAL PLANNER™ @ Mariner Wealth Advisors
- 2011 - 2012 Vice President | Private Banker | Wealth Manager | Investment Advisor @ J.P. Morgan
- 2009 - 2011 Private Banker | Banker Associate | Wealth Manager | Investment Advisor @ J.P. Morgan
- 2008 - 2009 Private Banker | Investment Advisor | Wealth Manager @ J.P. Morgan
- 2005 - 2008 Licensed Banker | Investment Advisor @ J.P. Morgan
Patrick Richter Education
- University of Florida - Warrington College Of Business
Bachelor of Science (B.S.) (Business Administration and Management, General)
1997 - 2001
Patrick Richter Skills
- Retirement Planning
- Investment Management
- Certified Financial Planner
- Employee Stock Options
- Restricted Stock
- Procter & Gamble Retirees
- Executive Compensation Planning
- Management
- Portfolio Management
- Microsoft Word
Patrick Richter Summary
Patrick Richter, based in Cincinnati, OH, US, is currently a Managing Director | P and G Retirement Plan Specialist | CERTIFIED FINANCIAL PLANNER™ at Mariner Wealth Advisors. Patrick Richter brings experience from previous roles at Mariner Wealth Advisors and J.P. Morgan. Patrick Richter holds a 1997 - 2001 Bachelor of Science (B.S.) in Business Administration and Management, General @ University of Florida - Warrington College Of Business. With a robust skill set that includes Retirement Planning, Investment Management, Certified Financial Planner, Employee Stock Options, Restricted Stock and more. Patrick Richter has 2 emails and 2 mobile phone numbers on RocketReach.
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