Christopher Patch Email & Phone Number

New Orleans, LA, US

New Orleans, Louisiana, United States

- Manage multiple iconic bicycle carts that sell fresh, frozen lemonade & watermelon slushes around New Orleans as well as at Festivals, Tulane & Tad Gormley football games, weddings & corp events.

Providence, Rhode Island, United States

- Hired to create & teach business courses at non-profits including CWE & SEG in Rhode Island- Ran the flagship 40hr Business Plan course for new and growing businesses to develop, write & present business plans to the city & state Econ Development Offices and funding partners- Developed courses on Business Model Canvas, SWOT analysis, Startup Finc..

Greater New Orleans Area

Investment Specialist on a niche advisory team of Bank, Trust & Estate, and Lending experts focused exclusively on JPM Chase’s wealthiest and most sophisticated clients in the Gulf Coast region. Recruited and advised highly successful entrepreneurs, family offices, private business owners, executives, and foundations on how to manage their assets and.

Greater New Orleans Area

• Autonomously led Edward Jones’ expansion into New Orleans’ Garden District offering a suite of financial services and planning including - stocks, bonds, mutual funds, annuities, insurance, banking, and estate planning.
• Created strategic investment strategies based on clients’ unique circumstances
• Analyzed cash flow, insurance coverage, risk tolerance, and estate plans to create personal financial models.

* Assisted in evaluating acquisition candidates in a public corporate finance/restructuring environment* Researched market comparables* Assisted in writing of the 10-Q