Rob Paterson's Location
Carlsbad, CA, US
Rob Paterson's Work
- Wealth Adviser @ Intelligence Driven Advisers (IDA)
- Wealth Adviser @ Beta Wealth Group
- Federal Sales Specialist, Southwest Region @ Humanscale
- Sales Manager and Senior Mortgage Consultant @ 2020 Mortgage Inc.
- Mortgage Consultant @ San Francisco Funding
- Leasing Consultant @ Preferred Leasing
Rob Paterson's Education
- The American College of Financial Services
(Financial Planning and Services)
2017 - 2019 - San Diego State University-California State University
(Psychology)
1990 - 1993 - Corona Del Mar High School
High School (General Studies)
1984 - 1987
Rob Paterson's Skills
- Portfolio Management
- Wealth Management
- Investment Strategies
- Strategic Planning
- Financial Analysis
Rob Paterson's Summary
Rob Paterson, based in Carlsbad, CA, US, is currently a Wealth Adviser at Intelligence Driven Advisers (IDA), bringing experience from previous roles at Beta Wealth Group, Humanscale, 2020 Mortgage Inc. and San Francisco Funding. Rob Paterson holds a 2017 - 2019 The American College of Financial Services. With a robust skill set that includes Portfolio Management, Wealth Management, Investment Strategies, Strategic Planning, Financial Analysis and more, Rob Paterson contributes valuable insights to the industry. Rob Paterson has 5 emails on RocketReach.
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