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
- 2017 -now Financial Advisor and Senior Vice President @
- 2015 -2017 Vice President and Financial Advisor @
- 2011 -2017 Director @
- 2007 -2015 Shareholder, Financial Advisor @
- 2005 -2007 Vice President @ First National Investment Bank
- 1996 -2007 V.P. @
- 1999 -2005 AVP @
- 1997 -1999 Manager @
- 1984 -1996 Owner and Operator @ Bluejay Lawn and Landscape, LLC
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
- Investments
- Portfolio Management
- Leadership
- Finance
- Wealth Management
- Strategic Planning
- Management
- Banking
- Mergers & Acquisitions
- Alternative Investments
- Financial Analysis
- Equities
- Accounting
- Due Diligence
- New Business Development
- Investment Management
- Capital Markets
- Investment Advisory
- Budgets
- Sales
- Risk Management
- Private Equity
- Analysis
- Securities
- Sales Management
- Executive Management
- Financial Advisory
- Asset Allocation
- Marketing Strategy
- Hedge Funds
- Retirement Planning
- Training
- Financial Services
- Board Governance
- Mutual Funds
- 401k
- Small Business
- Relationship Management
- Strategic Financial Planning
- Credit
- Trading
- Retirement
- Estate Planning
- Series 7
- Asset Management
- Real Estate
- Series 63
- Financial Modeling
- Investment Strategies
- Wealth
- 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 Investments, Portfolio Management, Leadership, Finance, Wealth Management and more. Steve Patterson has 2 emails and 2 mobile phone numbers on RocketReach.
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