Associate Wealth Management Advisor @ (June 2018 - July 2022)
Associate Private Banker @ (May 2017 - June 2018)
First Assistant Golf Professional @ The Cincinnati Country Club (March 2014 - May 2017)
First Assistant Golf Professional @ Tartan Fields Golf Club (October 2011 - March 2014)
Assistant Golf Professional @ The Golf Club (March 2010 - October 2011)
Sam Pate Education
The Ohio State University
Bachelor of Science
2007-2010
Sam Pate Skills
Account Management
Balance Sheet Review
Cash Flow Analysis
Communication
Consumer Lending
Customer Relationship Management (CRM)
Financial Analysis
Mortgage Lending
Private Banking
Sales
Wealth Preservation Planning
Sam Pate Summary
Sam Pate, based in Cincinnati, OH, US, is currently a Assistant Vice President | Wealth Management Advisor at Fifth Third Private Bank. Sam Pate brings experience from previous roles at Fifth Third Private Bank, The Cincinnati Country Club and Tartan Fields Golf Club. Sam Pate holds a 2007 - 2010 Bachelor of Science @ The Ohio State University. With a robust skill set that includes Account Management, Balance Sheet Review, Cash Flow Analysis, Communication, Consumer Lending and more. Sam Pate has 1 emails and 1 mobile phone numbers on RocketReach.
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