Phil Patten Email
Private Wealth Advisor @ Realize Wealth Management
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Phil Patten Location
- United States
Phil Patten Work
- 2023 -now Private Wealth Advisor @
- 2019 -2023 Owner @
- 2017 -2019 Associate Wealth Management Adviser @ Plummer Daffin Financial
- 2014 -2017 CFS Associate @
- 2014 -2014 Financial Representative @
- 2013 -2014 CFS Associate @
- 2012 -2012 College Financial Representative @
Phil Patten Education
- The American College
Certified Financial Planner Certification (Financial Planning and Services)
2013-2015 - Tiffin University
Bachelor of Business Administration (BBA) (Accounting and Finance)
2009-2013
Phil Patten Skills
- Microsoft Excel
- Teaching
- Teamwork
- Leadership
- Project Planning
- Time Management
- Critical Thinking
- Research
- Data Analysis
- Budgets
- Accounting
- Customer Service
- Finance
Phil Patten Summary
- Phil Patten, based in United States, is currently a Private Wealth Advisor at Realize Wealth Management. Phil Patten brings experience from previous roles at Pursuit Financial, Plummer Daffin Financial and Northwestern Mutual. Phil Patten holds a 2013 - 2015 Certified Financial Planner Certification in Financial Planning and Services @ The American College. With a robust skill set that includes Microsoft Excel, Teaching, Teamwork, Leadership, Project Planning and more. Phil Patten has 1 emails on RocketReach.
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