Steve Patterson Email & Phone Number
Head of Financial Crime Intelligence and Risk @ Gate US
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Steve Patterson Location
- Jacksonville, FL, US
Steve Patterson Work
- Head of Financial Crime Intelligence and Risk @ (May 2026 - Present)
- AML Manager @ (July 2025 - May 2026)
- Sr Financial Crimes Analyst, Financial Crimes - Cryptocurrency @ (May 2022 - July 2025)
- Sr. Advisor, Compliance @ (January 2022 - April 2022)
- Independent Compliance Consultant @ BD/RIA Compliance, Branch Exams (November 2021 - January 2022)
- Assistant Vice President, RIA Surveillance Officer @ (October 2016 - April 2021)
- Compliance Analyst @ (April 2015 - April 2016)
- Branch Controls Manager @ (April 2014 - April 2015)
- Sr. Compliance Advisor @ (May 2012 - April 2014)
- Sr. Compliance Advisor @ (December 2006 - May 2012)
- Branch Office Examiner @ (January 2006 - December 2006)
- Regional Service Support Associate @ (October 2004 - January 2006)
- Financial Advisor @ (June 2004 - September 2004)
- Flight Dispatch Officer @ (January 1997 - January 2001)
Steve Patterson Education
- Cornell University
Certificate (Commercial Real Estate)
2018-2018 - University of Missouri-Columbia
- West Coast Bible College & Seminary
Bachelor's degree (Missions/Missionary Studies and Missiology)
Steve Patterson Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Fixed Income
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Risk
- Investments
- Variable Annuities
- Series 6
- Investment Advisory
- Asset Allocation
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- AML
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Branch Office Examinations
- Series 24
- Retirement
- Series 65
- Series 7
- Securities
- Internal Audit
Steve Patterson Summary
- Steve Patterson, based in Jacksonville, FL, US, is currently a Head of Financial Crime Intelligence and Risk at Gate US. Steve Patterson brings experience from previous roles at Gate US, TradeStation, Raymond James and BD/RIA Compliance, Branch Exams. Steve Patterson holds a 2018 - 2018 Certificate in Commercial Real Estate @ Cornell University. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Fixed Income and more. Steve Patterson has 1 emails and 2 mobile phone numbers on RocketReach.
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