Tyler Patterson Email
Financial Advisor and Associate Advisor Manager @ Summitry
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Tyler Patterson Location
- California, United States
Tyler Patterson Work
- Financial Advisor and Associate Advisor Manager @ (June 2023 - Present)
- Senior Wealth Advisor @ (January 2022 - December 2022)
- Financial Advisor @ (November 2021 - December 2021)
- Sr. Financial Consultant @ (September 2019 - November 2021)
- Financial Consultant @ (October 2018 - August 2019)
- Meeting Team Liaison @ (November 2017 - September 2018)
- 401k and Small Market Plans Specialist @ (May 2016 - October 2017)
- Membership Marketer and Merchandiser @ (October 2012 - May 2016)
Tyler Patterson Education
- University of Colorado Colorado Springs
Bachelor's degree (Communication)
2010-2016
Tyler Patterson Skills
- Analytical Skills
- Attention to Detail
- Cash Flow Analysis
- Certified Financial Planner
- Coaching
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Debt Management
- Education Funding Strategies
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Management
- Financial Markets
- Financial Planning
- Financial Services
- Helping Clients
- Holistic Health
- Insurance Planning
- Interpersonal Communication
- Interpersonal Skills
- Investment Advisory Services
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Money Guide Pro
- Oral Communication
- Personal Financial Planning
- Planning Advice
- Problem Solving
- Regulatory Requirements
- Relationship Building
- Retirement
- Retirement Planning
- Risk Management
- Series 65
- Series 7
- Strategic Financial Management
- Tax Planning
- Tax Strategies
- Teamwork
- Thinking Skills
- Time Management
- Wealth Management Services
- series 66
Tyler Patterson Summary
- Tyler Patterson, based in California, United States, is currently a Financial Advisor and Associate Advisor Manager at Summitry. Tyler Patterson brings experience from previous roles at Empower and T. Rowe Price. Tyler Patterson holds a 2010 - 2016 Bachelor's degree in Communication @ University of Colorado Colorado Springs. With a robust skill set that includes Analytical Skills, Attention to Detail, Cash Flow Analysis, Certified Financial Planner, Coaching and more. Tyler Patterson has 1 emails on RocketReach.
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