Steve Patterson Email & Phone Number
Financial Advisor and Senior Vice President @ Avior Wealth Management, LLC
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Steve Patterson Location
- Omaha, NE, US
Steve Patterson Work
- Financial Advisor and Senior Vice President @ (December 2017 - Present)
- Vice President and Financial Advisor @ (December 2015 - December 2017)
- Director @ (June 2011 - January 2017)
- Shareholder, Financial Advisor @ (December 2007 - December 2015)
- Vice President @ First National Investment Bank (August 2005 - November 2007)
- V.P. @ (January 1996 - January 2007)
- AVP @ (January 1999 - January 2005)
- Manager @ (January 1997 - January 1999)
- Owner and Operator @ Bluejay Lawn and Landscape, LLC (January 1984 - January 1996)
Steve Patterson Education
- Creighton University
Master of Business Administration (MBA)
1996-1998 - Creighton University
BSBA (Finance and Economics)
1991-1995 - Creighton Prep 1987-1991
Steve Patterson Skills
- 401k
- Accounting
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Banking
- Board Governance
- Budgets
- Capital Markets
- Credit
- Due Diligence
- Equities
- Estate Planning
- Executive Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing Strategy
- Mergers & Acquisitions
- Mutual Funds
- New Business Development
- Portfolio Management
- Private Equity
- Real Estate
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Trading
- Training
- Wealth
- Wealth Management
- CPA
- Commercial Litigation
- C++
- Project Management
- Mergers and Acquisitions
- Crisis Communications
- Social Media
- Public Speaking
- Resource Development
- Media Relations
- Event Planning
- Teaching
- Blogging
- Grants
- Instructional Technology
- Fundraising
- Community Development
- Non Profit Board Development
- Nonprofits
- Event Management
- Editing
- Community Outreach
- Program Development
- Instructional Design
- Newsletters
- Non Profit Board
- Educational Leadership
- Educational Technology
- Non Profits
- Public Relations
- Strategic Communications
- Staff Development
- Copy Editing
- Grant Writing
- Curriculum Development
Steve Patterson Summary
- Steve Patterson, based in Omaha, NE, US, is currently a Financial Advisor and Senior Vice President at Avior Wealth Management, LLC. Steve Patterson brings experience from previous roles at Avior Wealth Management, LLC, Metropolitan Utilities District, Lutz Financial and First National Investment Bank. Steve Patterson holds a 1996 - 1998 Master of Business Administration (MBA) @ Creighton University. With a robust skill set that includes 401k, Accounting, Alternative Investments, Analysis, Asset Allocation and more. Steve Patterson has 2 emails and 2 mobile phone numbers on RocketReach.
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