Patrick Schaefer Email & Phone Number
Manager, Wealth Advisory Services @ New Mexico Bank & Trust is now UMB Bank, n.a.
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Patrick Schaefer Location
- Albuquerque, NM, US
Patrick Schaefer Work
- 2015 -now Manager, Wealth Advisory Services @
- 2000 -2015 Regional Manager of Investment and Fiduciary Services @ Wells Fargo Bank
Patrick Schaefer Education
- University of Colorado Boulder
Bachelor of Science (B.S.) Business (Accounting)
1975-1979
Patrick Schaefer Skills
- New Business Development
- Risk Management
- Wealth Management
- Team Building
- Management
- Loans
- Financial Services
- Banking
- Finance
- Investments
- Credit
- Financial Analysis
Patrick Schaefer Summary
- Patrick Schaefer, based in Albuquerque, NM, US, is currently a Manager, Wealth Advisory Services at New Mexico Bank & Trust. Patrick Schaefer brings experience from previous roles at Wells Fargo Bank. Patrick Schaefer holds a 1975 - 1979 Bachelor of Science (B.S.) Business in Accounting @ University of Colorado Boulder. With a robust skill set that includes New Business Development, Risk Management, Wealth Management, Team Building, Management and more.
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