Valuation Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Adam Patino Email & Phone Number
Valuation Associate @ Andersen
at
Andersen
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Valuation Associate @ Andersen
Location
San Francisco Bay Area, United States
Company size
Who is Adam Patino? Overview
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Quick answer
Adam Patino is listed as Valuation Associate @ Andersen at Andersen, a with 1561 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Adam Patino.
Adam Patino previously worked as Valuation Associate at Andersen and Client Services Associate at Onyx Salon. Adam Patino holds Bachelor Of Business Administration - Bba, Major: Finance Minor: Economics, Senior from University Of San Francisco School Of Management.
Company email context
Email format at Andersen
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{first}.{last}@schwab.com
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Profile bio
About Adam Patino
Adam is a driven finance major at the University of San Francisco with a consistent presence on the Dean’s Honor Roll and memberships in Beta Gamma Sigma and Alpha Sigma Nu Honors Societies. Adam has excelled in coursework spanning microeconomics, corporate finance, accounting, and investment analysis. In his role as a Client Services Associate at Onyx Salon Inc., Adam has demonstrated expertise in CRM coordination, transaction accuracy, and inventory optimization. As an Investor Services Intern at Charles Schwab & Co., he not only passed the FINRA Securities Industry Essentials Exam but also played a pivotal role in a summit project, earning top honors for presenting findings and recommendations. Currently serving as a Performance Analyst for the University of San Francisco Student Managed Fund, Adam leads a team managing a $2.01 million NAV (Net Asset Value), showcasing strong leadership and analytical skills. Adam’s proficiency in financial analysis, demonstrated by successfully pitching and gaining approval for including BlackRock (BLK) as 1% of NAV, coupled with his multilingual abilities and diverse interests in technology, cooking, and music, make him a dynamic and well-rounded professional poised for success.
Listed skills include Customer Acquisition, Problem Solving, Creativity Skills, Culinary Skills, and 1 others.
Current workplace
Adam Patino's current company
Company context helps verify the profile and gives searchers a useful next step.
Andersen
5 roles
Adam Patino work experience
A career timeline built from the work history available for this profile.
Client Services Associate
Onyx Salon
- Organize and schedule client meetings- Complete transactions of given services to clients utilizing a POS system- Maintain and manage digital filing systems - Conduct inventory audits- Effectively communicate with associates and resolve client service issues
Jun 2021 - Jun 2024
Teaching Assistant
Jan 2024 - May 2024
Performance Analyst
-Lead the performance team of $2.01 million NAV (Net asset value) student managed fund, handling day-to- day tasks given by CIOs and effectively presented biweekly performance reports-Successfully pitched BLK (BlackRock) as a stock to be included as 1% of NAV of the fund, utilizing comparable company analysis and discounted cash flow, and received majority member approval
Aug 2023 - Dec 2023
Investor Services Intern
-Actively engaged in client interactions with Investment and Financial Consultants regarding financial planning and equity compensation to achieve client goals.-Successfully completed and passed the FINRA Securities Industry Essentials Exam (SIE)- Delivered weekly branch performance reports- Collaborated with business partners in the preparation of materials for a summit project challenge targeted to resolve a specific segment of business verticals within Schwab’s operations model.- Effectively presented findings and recommendations of our project to Senior Management and ranked first place for our business case- Executed a business track proposal with colleagues to develop a client outreach event to increase engagement of Schwab’s value proposition and presented to Senior Management for consideration.
Jun 2023 - Aug 2023
Team & coworkers
Colleagues at Andersen
Other employees you can reach at andersen.com. View company contacts for 1561 employees →
CD
Chantha Dinelli
Colleague at AndersenUnited States
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AP
Ashley Panah
Colleague at AndersenNew York City Metropolitan Area, United States
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AN
Alex Nebesar
Colleague at AndersenUnited States
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SM
Sara Muñoz Alonso
Colleague at AndersenValencia, Valencian Community, Spain
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PA
Patrick Arcienega
Colleague at AndersenWashington Dc-Baltimore Area, United States
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AS
Adam Schwartz
Colleague at AndersenDeerfield, Illinois, United States
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MP
Michał Pietrzak
Colleague at AndersenWarsaw, Mazowieckie, Poland
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SS
Scott Sander
Colleague at AndersenGreater Philadelphia, United States
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AC
Aiden Comeau
Colleague at AndersenBoston, Massachusetts, United States
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ND
Nancy Dugie
Colleague at AndersenPoway, California, United States
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Chantha Dinelli
Colleague at AndersenUnited States
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AP
Ashley Panah
Colleague at AndersenNew York City Metropolitan Area, United States
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AN
Alex Nebesar
Colleague at AndersenUnited States
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SM
Sara Muñoz Alonso
Colleague at AndersenValencia, Valencian Community, Spain
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PA
Patrick Arcienega
Colleague at AndersenWashington Dc-Baltimore Area, United States
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AS
Adam Schwartz
Colleague at AndersenDeerfield, Illinois, United States
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MP
Michał Pietrzak
Colleague at AndersenWarsaw, Mazowieckie, Poland
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SS
Scott Sander
Colleague at AndersenGreater Philadelphia, United States
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AC
Aiden Comeau
Colleague at AndersenBoston, Massachusetts, United States
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ND
Nancy Dugie
Colleague at AndersenPoway, California, United States
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2 education records
Adam Patino education
Bachelor Of Business Administration - Bba, Major: Finance Minor: Economics, Senior
High School Diploma, Finance, General
FAQ
Frequently asked questions about Adam Patino
Quick answers generated from the profile data available on this page.
What company does Adam Patino work for?
Adam Patino works for Andersen.
What is Adam Patino's role at Andersen?
Adam Patino is listed as Valuation Associate @ Andersen at Andersen.
What is Adam Patino's email address?
AeroLeads has found 1 work email signal at @schwab.com for Adam Patino at Andersen.
Where is Adam Patino based?
Adam Patino is based in San Francisco Bay Area, United States while working with Andersen.
What companies has Adam Patino worked for?
Adam Patino has worked for Andersen, Onyx Salon, University Of San Francisco School Of Management, and Charles Schwab.
Who are Adam Patino's colleagues at Andersen?
Adam Patino's colleagues at Andersen include Chantha Dinelli, Ashley Panah, Alex Nebesar, Sara Muñoz Alonso, and Patrick Arcienega.
How can I contact Adam Patino?
You can use AeroLeads to view verified contact signals for Adam Patino at Andersen, including work email, phone, and LinkedIn data when available.
What schools did Adam Patino attend?
Adam Patino holds Bachelor Of Business Administration - Bba, Major: Finance Minor: Economics, Senior from University Of San Francisco School Of Management.
What skills is Adam Patino known for?
Adam Patino is listed with skills including Customer Acquisition, Problem Solving, Creativity Skills, Culinary Skills, and Reliability.
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