Patrick Gendron Email & Phone Number

Santa Fe, New Mexico Area

Santa Fe, New Mexico Area

As a Portfolio Manager at The Rikoon Group I help clients with customized portfolio management, wealth preservation, sustainable investing, estate planning assistance, trust beneficiary advice, cash flow planning, income tax analysis, family financial education, multi-generational wealth counseling, coordination of financial affairs with other.

Santa Fe, New Mexico

-Developed and cultivated long lasting relationships in my territory through consistent and dedicated communication with advisors-Set goals and executed territory sales processes individually and in conjunction with my external partner-Drove advisor sales with compelling investment strategies related to the market environment-Territory travel to develop.

Santa Fe, New Mexico

Managed sales team and sales goal for my branch. Was responsible for all operations and customer service activities.

Berkeley, California

Trained sales team and assisted in customer service activities.

Berkeley, California

Worked with clients as a full service banker. Handled all basic bank products and also worked with a Financial Advisor to help clients with investment products.

Berkeley, California

Worked with clients on their banking needs. Focused on home-equity accounts, mortgage referrals, and certificates of deposit.

Berkeley, California

Assisted clients with banking needs.

Berkeley, California

Coordinated international students who were studying for various exams. Used my intercultural communication skills to help students get used to living in the US. Served as the activity coordinator for the international students and took them sailing, snowboarding, surfing, and showed them the various attractions of the Bay Area.

Albuquerque, New Mexico

Worked as a grassroots fundraiser for NM PIRG. Focused on environmental and consumer issues. Trained new canvassers on how to go door-to-door and ask for money and talk about issues.

University Of New Mexico, Albuquerque, New Mexico

Directed campus branch of New Mexico Public Interest Research Group. Organized students to get involved with environmental and consumer issues. Managed UNM PIRG's office in the Student Union Building and provided free educational materials and study space for students.