Rob Paterson Email & Phone Number
Wealth Adviser @ Intelligence Driven Advisers (IDA)
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Rob Paterson Location
- Carlsbad, CA, US
Rob Paterson Work
- 2017 -now Wealth Adviser @
- 2011 -2017 Wealth Adviser @
- 2007 -2011 Federal Sales Specialist, Southwest Region @
- 2003 -2007 Sales Manager and Senior Mortgage Consultant @ 2020 Mortgage Inc.
- 2001 -2003 Mortgage Consultant @ San Francisco Funding
- 2000 -2001 Leasing Consultant @ Preferred Leasing
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.
Looking for a different Rob Paterson?
Find contact details for 700 million professionals.
Top Intelligence Driven Advisers (IDA) Employees
Jason Labrum
Founder and CEO
Carlsbad, CA, US
Madeline Reber
Trader and Analyst
Carlsbad, CA, US
Brian Peterson
Retirement Plan Consultant
Carlsbad, CA, US
Shanda Mansperger
Client Service Director
San Jacinto, CA, US
Kristin Skevington
Chief Financial Officer
Carlsbad, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co