Todd Patton Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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Todd Patton Location
- Morristown, NJ, US
Todd Patton Work
- Vice President Financial Consultant @ (June 2025 - Present)
- Financial Consultant @ (September 2021 - May 2025)
- Director Corporate Solutions and Retirement Services @ (February 2018 - September 2021)
- First Vice President Financial Advisor @ (December 2009 - February 2012)
- Vice President Financial Advisor @ Bernstein Private Wealth Management (June 2006 - October 2009)
Todd Patton Skills
- Equities
- Financial Planning
- Investments
- Portfolio Management
- Retirement Planning
- Leadership
- Team Building
- Business Development
- Marketing
- Business Analysis
- Public Speaking
Todd Patton Summary
- Todd Patton, based in Morristown, NJ, US, is currently a Vice President Financial Consultant at Fidelity Investments. Todd Patton brings experience from previous roles at Fidelity Investments, UBS, Merrill Lynch and Bernstein Private Wealth Management. With a robust skill set that includes Equities, Financial Planning, Investments, Portfolio Management, Retirement Planning and more. Todd Patton has 2 emails and 2 mobile phone numbers on RocketReach.
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