Jeffrey Patten

Jeffrey Patten Email and Phone Number

Financial Advisor @ Oxford Advisory Group
United States
Jeffrey Patten's Location
Tampa, Florida, United States, United States
Jeffrey Patten's Contact Details

Jeffrey Patten personal email

About Jeffrey Patten

Financial professional with over sixteen years experience working with clients striving to achieve their financial goals.

Jeffrey Patten's Current Company Details
Oxford Advisory Group

Oxford Advisory Group

View
Financial Advisor
United States
Website:
walserwealth.com
Employees:
6
Jeffrey Patten Work Experience Details
  • Oxford Advisory Group
    Financial Advisor
    Oxford Advisory Group
    United States
    View
  • Walser Wealth Management
    Financial Advisor
    Walser Wealth Management Aug 2024 - Present
    View
  • Truist
    Premier Banker, Vice President
    Truist Feb 2021 - Aug 2024
    Bradenton, Florida, United States
    View
  • Suntrust
    Premier Banker, Vice President
    Suntrust Feb 2019 - Feb 2021
    Bradenton, Florida
    View
  • Bmo Harris Bank
    Senior Premier Banker, Vice President
    Bmo Harris Bank Feb 2017 - Dec 2018
    Barrington
    View
  • Fifth Third Bank
    Financial Center Manager, Assistant Vice President
    Fifth Third Bank Jun 2015 - Feb 2017
    Naperville, Il
    View
  • Pnc
    Financial Sales Consultant Ii
    Pnc Jul 2011 - May 2015
    Clarendon Hills, Illinois
    View
  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. Jan 2008 - Jun 2011
    View
  • Walter E. Smithe Furniture + Design
    Return To Vendor
    Walter E. Smithe Furniture + Design Aug 2006 - Dec 2007
    View
  • Walter E. Smithe Furniture + Design
    Assistant Manager
    Walter E. Smithe Furniture + Design Mar 2006 - Aug 2006
    Glendale Heights, Il
    View
  • Walter E. Smithe Furniture + Design
    Client Service Supervisor
    Walter E. Smithe Furniture + Design Mar 2005 - Mar 2006
    Itasca, Il
    View

Jeffrey Patten Skills

Leadership Financial Advisory Home Equity Lines Of Credit Team Building Banking Lines Of Credit Business Relationship Management Credit Cards Retail Retirement Planning Sales Cold Calling Loan Origination Mortgage Banking Cross Selling Relationship Management Mortgage Lending Refinance Finance 401k Financial Services Commercial Banking Home Equity Loans Sales Management Risk Management Credit Consumer Lending Customer Service Financial Analysis Management Coaching Credit Analysis Retail Banking Retirement Small Business Lending Loans Commercial Lending

Jeffrey Patten Education Details

Frequently Asked Questions about Jeffrey Patten

What company does Jeffrey Patten work for?

Jeffrey Patten works for Oxford Advisory Group

What is Jeffrey Patten's role at the current company?

Jeffrey Patten's current role is Financial Advisor.

What is Jeffrey Patten's email address?

Jeffrey Patten's email address is je****@****ust.com

What schools did Jeffrey Patten attend?

Jeffrey Patten attended Northern Illinois University.

What skills is Jeffrey Patten known for?

Jeffrey Patten has skills like Leadership, Financial Advisory, Home Equity Lines Of Credit, Team Building, Banking, Lines Of Credit, Business Relationship Management, Credit Cards, Retail, Retirement Planning, Sales, Cold Calling.

Who are Jeffrey Patten's colleagues?

Jeffrey Patten's colleagues are James Johnson, Nina Martinez, Carson Wolf, Illya M. Bermant, Aams®, Caitlin Dubois, Samantha Ward, Lucy Ortiz.

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