2016 -
now Wealth Management Senior Relationship Manager @
2013 -
2016 Relationship Manager @
2012 -
2013 Private Client Specialist @
2008 -
2012 Investment Representative @
2007 -
2008 Retirement Investment Specialist @
2004 -
2007 RIA Representative @
Robert Patton Education
Bryant University
Certificate (Financial Planning)
2007
-
2009
US Coast Guard Academy
BS (Mathematics)
1981
-
1985
Robert Patton Skills
Financial Services
Services
Robert Patton Summary
Robert Patton, based in United States, is currently a Wealth Management Senior Relationship Manager at Fidelity Investments. Robert Patton brings experience from previous roles at Fidelity Investments. Robert Patton holds a 2007 - 2009 Certificate in Financial Planning @ Bryant University. With a robust skill set that includes Financial Services, Services and more. Robert Patton has 5 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.