Rob Paterson Email & Phone Number
Wealth Adviser @ Intelligence Driven Advisers (IDA)
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Rob Paterson Location
- Carlsbad, CA, US
Rob Paterson Work
- Wealth Adviser @ (September 2017 - Present)
- Wealth Adviser @ (March 2011 - June 2017)
- Federal Sales Specialist, Southwest Region @ (December 2007 - March 2011)
- Sales Manager and Senior Mortgage Consultant @ 2020 Mortgage Inc. (October 2003 - November 2007)
- Mortgage Consultant @ San Francisco Funding (June 2001 - October 2003)
- Leasing Consultant @ Preferred Leasing (January 2000 - May 2001)
Rob Paterson Education
- San Diego State University
Psychology, B.A. in Applied Arts and Sciences
1990-1993 - Corona Del Mar High School
High School (General Studies)
1984-1987
Rob Paterson Summary
- Rob Paterson, based in Carlsbad, CA, US, is currently a Wealth Adviser at Intelligence Driven Advisers (IDA). Rob Paterson brings experience from previous roles at Beta Wealth Group, Humanscale, 2020 Mortgage Inc. and San Francisco Funding. Rob Paterson holds a 1990 - 1993 Psychology, B.A. in Applied Arts and Sciences @ San Diego State University. Rob Paterson has 2 emails and 1 mobile phone numbers on RocketReach.
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