AeroLeads people directory · profile

Eric Patton Email & Phone Number

Growing Through Strategic Acquisitions at OneDigital | SRG
Location: Denver, Colorado, United States 8 work roles 1 school
1 work email found @wealthsource.com 2 phones found area 720 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@wealthsource.com
Direct phone (720) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
OneDigital | SRG
Role
Growing Through Strategic Acquisitions
Location
Denver, Colorado, United States

Who is Eric Patton? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric Patton is listed as Growing Through Strategic Acquisitions at OneDigital | SRG, based in Denver, Colorado, United States. AeroLeads shows a work email signal at wealthsource.com, phone signal with area code 720, and a matched LinkedIn profile for Eric Patton.

Eric Patton previously worked as Senior Vice President at Onedigital | Srg and Chief Financial Officer at Wealthsource Partners, Llc. Eric Patton holds Bs In Finance, Finance, Economics And Business from University Of Wyoming.

Company email context

Email format at OneDigital | SRG

This section adds company-level context without repeating Eric Patton's masked contact details.

{first_initial}{last}@wealthsource.com
86% confidence

AeroLeads found 1 current-domain work email signal for Eric Patton. Compare company email patterns before reaching out.

Profile bio

About Eric Patton

Our team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.Disclosure:Some of the Financial Professionals associated with OneDigital are registered representatives of and offer securities through Valmark Securities, Inc. a registered broker-dealer, Member FINRA / SIPC. Additionally, some OneDigital Financial Professionals are also Investment Adviser Representatives and offer advisory services through Valmark Advisers, Inc., an SEC registered investment advisor. To help public members determine the specific registrations associated with our Financial Professionals, we recommend reviewing the Broker Check Link that provides insight to the securities registration and company affiliation of our Financial Professionals. Please note that while the individual Financial Professionals can be associated with multiple financial services organizations, the products and services of those independently owned and operated entities can be separate and segregate. OneDigital is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Listed skills include Financial Accounting, Financial Analysis, Compliance, Investment Management, and 15 others.

Current workplace

Eric Patton's current company

Company context helps verify the profile and gives searchers a useful next step.

OneDigital | SRG
Onedigital | Srg
Growing Through Strategic Acquisitions
8 roles · 25 years

Eric Patton work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Onedigital | Srg
Jan 2024 - Present

Chief Financial Officer

Current
Wealthsource Partners, Llc
Feb 2022 - Present

Coo

Wealthsource Partners, Llc

I serve as the Chief Operating Officer of WealthSource Partners, an SEC registered RIA focused on the aggregation of independent advisors for the purposes of scale and efficiency.

Jan 2016 - Apr 2022

Chief Financial Officer

Avant-Garde Wealth

As a founder and CFO of Avant-Garde Wealth I provide ongoing support to our holding company that operates multiple businesses.

2009 - Jun 2021

Chief Compliance Officer

Avant-Garde Wealth
Aug 2009 - Mar 2016

Cfo & Partner

Castle Rock, Colorado, Us

I'm a co-owner in a automobile donation service company. Cars Helping Charities has generated over $5 million in monies given to charities through vehicle donations. We handle the car donation process for over 200 national charities and continue to leverage our technology to deliver lower costs to our charity partners.

Aug 2014 - Mar 2021

Network Engineer

College Park
2002 - 2006 ~4 yrs
1 education record

Eric Patton education

  • University Of Wyoming
    University Of Wyoming
    Economics And Business
FAQ

Frequently asked questions about Eric Patton

Quick answers generated from the profile data available on this page.

What company does Eric Patton work for?

Eric Patton works for OneDigital | SRG.

What is Eric Patton's role at OneDigital | SRG?

Eric Patton is listed as Growing Through Strategic Acquisitions at OneDigital | SRG.

What is Eric Patton's email address?

AeroLeads has found 1 work email signal at @wealthsource.com for Eric Patton at OneDigital | SRG.

What is Eric Patton's phone number?

AeroLeads has found 2 phone signal(s) with area code 720 for Eric Patton at OneDigital | SRG.

Where is Eric Patton based?

Eric Patton is based in Denver, Colorado, United States while working with OneDigital | SRG.

What companies has Eric Patton worked for?

Eric Patton has worked for Onedigital | Srg, Wealthsource Partners, Llc, Avant-Garde Wealth, Cars Helping Charities Inc, and New England Financial.

How can I contact Eric Patton?

You can use AeroLeads to view verified contact signals for Eric Patton at OneDigital | SRG, including work email, phone, and LinkedIn data when available.

What schools did Eric Patton attend?

Eric Patton holds Bs In Finance, Finance, Economics And Business from University Of Wyoming.

What skills is Eric Patton known for?

Eric Patton is listed with skills including Financial Accounting, Financial Analysis, Compliance, Investment Management, Investments, Strategic Financial Planning, Asset Management, and Wealth Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.