Patrick Roberson's Location
Cincinnati, OH, US
Patrick Roberson's Work
- Senior Vice President, Investments @ Raymond James
- Vice President - Wealth Management @ UBS
- Financial Advisor @ Merrill Lynch
Patrick Roberson's Education
- Northern Kentucky University
BS (Labor and Industrial Relations)
1988 - 1993 - Scott High School1984 - 1988
Patrick Roberson's Skills
- Portfolio Management
- Wealth Management
- Series 7
- Retirement Planning
- Finance
- Customer Service
- Management
- Strategic Financial Planning
- Strategic Planning
- Team Building
Patrick Roberson's Summary
Patrick Roberson, based in Cincinnati, OH, US, is currently a Senior Vice President, Investments at Raymond James & Associates, bringing experience from previous roles at UBS and Merrill Lynch. Patrick Roberson holds a 1988 - 1993 BS in Labor and Industrial Relations @ Northern Kentucky University. With a robust skill set that includes Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance and more, Patrick Roberson contributes valuable insights to the industry. Patrick Roberson has 3 emails on RocketReach.
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