Brett Pate

Brett Pate Email and Phone Number

Finance Professional @ WINDSOR FINANCIAL GROUP, INC.
leawood, kansas, united states
Brett Pate's Location
Old Greenwich, Connecticut, United States, United States
Brett Pate's Contact Details

Brett Pate work email

Brett Pate personal email

n/a
About Brett Pate

Brett Pate is a Finance Professional at WINDSOR FINANCIAL GROUP, INC.. He possess expertise in microsoft office, microsoft excel, microsoft powerpoint, trading, teamwork and 4 more skills.

Brett Pate's Current Company Details
WINDSOR FINANCIAL GROUP, INC.

Windsor Financial Group, Inc.

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Finance Professional
leawood, kansas, united states
Website:
windsorfinancialgroup.com
Employees:
4
Brett Pate Work Experience Details
  • Windsor Financial Group, Inc.
    Trading And Operations
    Windsor Financial Group, Inc. Nov 2020 - Present
    Riverside, Ct
    · Reconcile customer orders with daily trade confirmations· Track and analyze customer trades and commissions· Develop and maintain a database of historical metal spreads (copper, silver, gold)· Manage calendar and travel of senior partner
    View
  • Fairfield University
    Graduate Student
    Fairfield University Jan 2021 - Dec 2021
    Fairfiled, Ct
    MBA Candidate - Finance
    View
  • Metaretail
    Buyer
    Metaretail Mar 2019 - Oct 2020
    Norwalk, Connecticut, United States
    As a Buyer, managed 10 product lines for this e-commerce company. Completed profit analysis on prospective product lines; assisted in the management of product lines, including repricing of products as needed. Successfully launched new brands on the Amazon marketplace. Acted as main point of contact through on-boarding process of new suppliers and throughout the business partnership.
  • Windsor Financial, Llc
    Trading And Operations
    Windsor Financial, Llc Feb 2018 - Feb 2019
    Riverside, Ct
    - Tracked and confirmed commodity and stock trades; reconciled orders - Recorded commission revenue
  • Manhattanville College School Of Business
    Bs Graduate
    Manhattanville College School Of Business Sep 2013 - Dec 2017
    Purchase, Ny
    BS, Business Management with a concentration in AccountingMinor in Political Science
  • Brunswick School
    Head Counselor
    Brunswick School 2014 - 2017
    Greenwich, Ct
    • Group leader responsible for the safety, health and well-being of campers and staff under supervision• Developed weekly activity plan for camp participants and supervised execution of plan• Supervised junior counselors to ensure a safe and educational camp environment
    View

Brett Pate Skills

Microsoft Office Microsoft Excel Microsoft Powerpoint Trading Teamwork Microsoft Word Social Media Management Value Investing

Frequently Asked Questions about Brett Pate

What company does Brett Pate work for?

Brett Pate works for Windsor Financial Group, Inc.

What is Brett Pate's role at the current company?

Brett Pate's current role is Finance Professional.

What is Brett Pate's email address?

Brett Pate's email address is bp****@****eld.edu

What skills is Brett Pate known for?

Brett Pate has skills like Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Trading, Teamwork, Microsoft Word, Social Media, Management, Value Investing.

Who are Brett Pate's colleagues?

Brett Pate's colleagues are Matthew Paulson, Bill Rumage, Michael Paulson, Dallas Rowland, Tammy Westgate.

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