Patrick Richter Email & Phone Number
Managing Director | P and G Retirement Plan Specialist | CERTIFIED FINANCIAL PLANNER™ @ Mariner Wealth Advisors
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Patrick Richter Location
- Cincinnati, OH, US
Patrick Richter Work
- 2012 -now Director and Senior Wealth Advisor @
- 2012 -now Managing Director | P and G Retirement Plan Specialist | CERTIFIED FINANCIAL PLANNER™ @
- 2011 -2012 Vice President | Private Banker | Wealth Manager | Investment Advisor @
- 2009 -2011 Private Banker | Banker Associate | Wealth Manager | Investment Advisor @
- 2008 -2009 Private Banker | Investment Advisor | Wealth Manager @
- 2005 -2008 Licensed Banker | Investment Advisor @
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
- Project Management
- Procter And Gamble Retirees
- Project Planning
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 4 emails and 2 mobile phone numbers on RocketReach.
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